Compare AU
Compare ROYL vs. IHD
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 BetaShares Global Royalties ETF (ROYL) and the S&P/ASX Aussie Dividend Opportunities (IHD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ROYL | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 27 |
Median incremental investment | $700.30 | $644.56 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,675.52 | $1,334.92 |
Average age group | > 35 | > 35 |
Key Summary
ROYL | IHD | |
|---|---|---|
Strategy | ROYL.AX was created on 2022-09-09 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Global Royalties Index (the Index), before taking into account fees and expenses. | IHD.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 317.01m in AUM and 51 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations |
Top 3 holdings | ARM HOLDINGS PLC (12.89 %) WHEATON PRECIOUS METALS CORP (11.03 %) TEXAS PACIFIC LAND CORP (10.48 %) | RIO TINTO LTD (9.87 %) FORTESCUE LTD (8.72 %) WESTPAC BANKING CORPORATION CORP (8.18 %) |
Top 3 industries | Other (49.57 %) Information Technology (17.42 %) Energy (14.55 %) | Financials (42.51 %) Materials (22.84 %) Industrials (13.44 %) |
Top 3 countries | United States (41.70 %) Canada (31.36 %) United Kingdom of Great Britain and Northern Ireland (10.92 %) | Australia (99.25 %) New Zealand (0.75 %) |
Management fee | 0.69 % | 0.23 % |
Key Summary
ROYL | IHD | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Solactive Global Royalties Index - AUD - Benchmark TR Net | S&P/ASX Dividend Opportunities Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.69 % | 0.23 % |
Price | $10.88 | $14.51 |
Size | $11.057 million | $315.264 million |
10Y return | N/A | 3.05 % |
Annual distribution yield (5Y) | 1.27 % | 7.42 % |
Market | ASX | ASX |
First listed date | 12/09/2022 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ROYL | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 27 |
Median incremental investment | $700.30 | $644.56 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,675.52 | $1,334.92 |
Average age group | > 35 | > 35 |
Pros and Cons
ROYL | IHD | |
|---|---|---|
Pros |
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Cons |
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ROYL | IHD |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |