Compare AU
Compare USIG vs. RDV
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are USIG and RDV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
USIG | RDV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 24 |
Median incremental investment | $663.53 | $550.15 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,083.26 | $1,416.42 |
Average age group | 26 - 35 | > 35 |
Key Summary
USIG | RDV | |
|---|---|---|
Strategy | N/A | RDV.AX was created on 2010-05-11 by Russell. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 239.73m in AUM and 51 holdings. The Fund aims to provide a total return before costs and tax, in line with the Russell Australia High Dividend Index over the long term. |
Top 3 holdings | Global X Usd Corporate Bond (Currency Hedged) ETF (100 %) | Commonwealth Bank of Australia (8.07 %) BHP Group Ltd (5.61 %) Westpac Banking Corp (5.28 %) |
Top 3 industries | Financials (65.01 %) Materials (12.41 %) Communication Services (8.47 %) | |
Top 3 countries | Australia (99.57 %) China (0.43 %) | |
Management fee | 0 % | 0.34 % |
Key Summary
USIG | RDV | |
|---|---|---|
Issuer | Russell | |
Tracking index | Russell Australia High Dividend Index - AUD | |
Asset class | Stock | ETF |
Management fee | 0 % | 0.34 % |
Price | $9.31 | $31.13 |
Size | N/A | $256.283 million |
10Y return | N/A | -4.71 % |
Annual dividend/ distribution yield (5Y) | 1.79 % | 6.50 % |
Market | ASX | ASX |
First listed date | 04/04/2023 | 14/05/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USIG | RDV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 24 |
Median incremental investment | $663.53 | $550.15 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,083.26 | $1,416.42 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
USIG | RDV | |
|---|---|---|
Pros |
| |
Cons |
|
USIG | RDV |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |