IHD vs R3AL - Compare ETFs side by side

At a glance

Comparing IHD and R3AL. IHD has the lower management fee at 0.22% a year, IHD has the higher 10 years return at 8.2% a year, and IHD offers the higher at 3.95%.

Lower fee

IHD 0.22% p.a.

Higher 10 years return

IHD 8.2% p.a.

Higher yield

IHD 3.95%

Lower volatility

IHD 13.6% (10y)

Larger fund

R3AL $517m

Side-by-side comparison

Metric	IHD iShares S&P/ASX Dividend Opportunities ESG Screened ETF	R3AL Martin Currie Real Income Fund - Active ETF
Snapshot
Provider	iShares	—
Tracks index	S&P/ASX Dividend Opportunities ESG Screened Index	—
Categories	AU, Dividend, ESG	AU, Dividend, Active
Listed since	2010 (16 yrs)	—
Fund size (AUM)	$408m	$517m
Cost & income
Management fee	0.22%	0.85%
Dividend yield	3.95%	2.89%
Franking	80%	30%
Turnover	35%	28%
Tax drag	1.18%	1.34%
Returns	Tax bracket - adjusts tax drag & net returns
1-year return	19.4% net	2.2% net
3-year return	14.8% net	3.3% net
5-year return	9.5% net	0.1% net
10-year return	8.2% net	-0.8% net
Risk
Volatility (3y)	10.2%	10.7%
Volatility (5y)	12.4%	14.2%
Volatility (10y)	13.6%	15.6%
Sharpe ratio (3y)	1.01	—
Sharpe ratio (5y)	0.54	—
Sharpe ratio (10y)	0.49	—
Bid/ask spread	—	—

marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.

Each fund at a glance

IHD iShares S&P/ASX Dividend Opportunities ESG Screened ETF

Top-17% returns over 1 year (51st of 308 ETFs we track).
Low-cost: a 0.22% management fee keeps more of the return in your pocket.

Cheaper alternatives exist: IOZ, VAS, and SYI.

Full IHD analysis →

R3AL Martin Currie Real Income Fund - Active ETF

Has lagged most peers over 10 years (107th of 108).

Full R3AL analysis →

Frequently Asked Questions

What's the difference between IHD vs R3AL?

IHD and R3AL are 2 Australian-listed ETFs we compare side by side. IHD carries the lower management fee (0.22%). Over 10 years, IHD has delivered the higher total return (8.2% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - IHD vs R3AL?

IHD has the lower management fee at 0.22% a year, versus R3AL 0.85%.

Which has performed higher - IHD vs R3AL?

Over the past 10 years, IHD has delivered the higher total return at 8.2% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

IHD pays the higher at 3.95%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

R3AL is the larger fund by assets ($517m). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

IHD vs VHY IHD vs SYI IHD vs IOZ IHD vs VAS IHD vs WDIV IHD vs AYLD R3AL vs VHY R3AL vs SYI

← Back to all ETFs

General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.