Compare AU
Compare RGB vs. IWLD
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 Australia Esg ETF (IWLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RGB | IWLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 158 |
Median incremental investment | $643.50 | $1,500.78 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $7,167.95 |
Average age group | N/A | > 35 |
Key Summary
RGB | IWLD | |
|---|---|---|
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 215.35m 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. | The IWLD ETF seeks to track the performance of the MSCI World ex-Australia Custom ESG Leaders Index before considering any fees, expenses, and taxes. |
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 (9.59 %) MICROSOFT CORP (8.60 %) TESLA INC (3.48 %) |
Top 3 industries | Information Technology (29.14 %) Financials (15.57 %) Consumer Discretionary (12.18 %) | |
Top 3 countries | United States (74.50 %) Japan (6.44 %) United Kingdom of Great Britain and Northern Ireland (3.41 %) | |
Management fee | 0.24 % | 0.09 % |
Key Summary
RGB | IWLD | |
|---|---|---|
Issuer | Russell | iShares |
Tracking index | DBIQ 5-10 year Australian Government Bond Index - AUD | MSCI World IMI - AUD |
Asset class | ETF | ETF |
Management fee | 0.24 % | 0.09 % |
Price | $18.96 | $62.01 |
Size | $212.433 million | $1.139 billion |
10Y return | -12.71 % | N/A |
Annual distribution yield (5Y) | 2.30 % | 4.54 % |
Market | ASX | ASX |
First listed date | 13/03/2012 | 28/04/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RGB | IWLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 158 |
Median incremental investment | $643.50 | $1,500.78 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $7,167.95 |
Average age group | N/A | > 35 |
Pros and Cons
RGB | IWLD | |
|---|---|---|
Pros |
| |
Cons |
|
RGB | IWLD |
|---|---|
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 |