Compare AU
Compare RGB vs. IHWL
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Russell Investments Australian Government Bond ETF (RGB) and the iShares Core MSCI World Ex Aus Esg (Aud Hed) ETF (IHWL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RGB | IHWL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 44 |
Median incremental investment | $643.50 | $1,649.06 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $4,414.04 |
Average age group | N/A | 26 - 35 |
Key Summary
RGB | IHWL | |
|---|---|---|
Strategy | RGB.AX was created on 2012-03-08 by Russell. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 232.08m in AUM and 11 holdings. To aim to provide a total return before costs and tax, in line with the DBIQ 5-10 year Australian Government Bond Index over the long term. | IHWL.AX was created on 2016-04-22 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI World Investable Market AUD Hedged Index, before fees and expenses. The index is designed to measure the AUD hedged performance of global, developed market large-, mid- and small-capitalisation companies. |
Top 3 holdings | Australia (Commonwealth of) 1.75% (10.02 %) Australia (Commonwealth of) 1.5% (10.02 %) Australia (Commonwealth of) 1% (10.02 %) | NVIDIA CORP (9.88 %) MICROSOFT CORP (8.59 %) ALPHABET INC CLASS A (2.79 %) |
Top 3 industries | Information Technology (28.98 %) Financials (15.49 %) Consumer Discretionary (12.11 %) | |
Top 3 countries | United States (74.50 %) Japan (6.43 %) United Kingdom of Great Britain and Northern Ireland (3.39 %) | |
Management fee | 0.24 % | 0.19 % |
Key Summary
RGB | IHWL | |
|---|---|---|
Issuer | Russell | iShares |
Tracking index | DBIQ 5-10 year Australian Government Bond Index - AUD | MSCI World IMI 100% Hedged to AUD Net Variant |
Asset class | ETF | ETF |
Management fee | 0.24 % | 0.19 % |
Price | $18.91 | $54.16 |
Size | $230.235 million | $545.695 million |
10Y return | -13.26 % | N/A |
Annual distribution yield (5Y) | 2.30 % | 3.67 % |
Market | ASX | ASX |
First listed date | 13/03/2012 | 28/04/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RGB | IHWL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 44 |
Median incremental investment | $643.50 | $1,649.06 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $4,414.04 |
Average age group | N/A | 26 - 35 |
Pros and Cons
RGB | IHWL | |
|---|---|---|
Pros |
| |
Cons |
|
RGB | IHWL |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |