R3AL vs IHD - Compare ETFs side by side

At a glance

Comparing R3AL and IHD. IHD has the lower management fee at 0.22% a year, IHD has the higher 10 years return at 7.9% a year, and IHD offers the higher at 4.1%.

Lower fee

IHD 0.22% p.a.

Higher 10 years return

IHD 7.9% p.a.

Higher yield

IHD 4.1%

Lower volatility

IHD 13.6% (10y)

Larger fund

R3AL $462m

Side-by-side comparison

Metric	R3AL Martin Currie Real Income Fund - Active ETF	IHD iShares S&P/ASX Dividend Opportunities ESG Screened ETF
Snapshot
Provider	—	iShares
Tracks index	—	S&P/ASX Dividend Opportunities ESG Screened Index
Categories	AU, Dividend, Active	AU, Dividend, ESG
Listed since	—	2010 (16 yrs)
Fund size (AUM)	$462m	$406m
Cost & income
Management fee	0.85%	0.22%
Dividend yield	3.08%	4.1%
Franking	30%	80%
Turnover	28%	35%
Tax drag	1.39%	1.2%
Returns	Tax bracket - adjusts tax drag & net returns
1-year return	-6.5% net	8.7% net
3-year return	4.3% net	14.5% net
5-year return	-2.4% net	10.3% net
10-year return	-0.9% net	7.9% net
Risk
Volatility (3y)	10.2%	10.2%
Volatility (5y)	14.1%	12.1%
Volatility (10y)	15.6%	13.6%
Sharpe ratio (3y)	—	0.98
Sharpe ratio (5y)	—	0.59
Sharpe ratio (10y)	—	0.47
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

R3AL Martin Currie Real Income Fund - Active ETF

Has lagged most peers over 10 years (109th of 110).

Full R3AL analysis →

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

Low-cost: a 0.22% management fee keeps more of the return in your pocket.
Pays a useful 4.1% income yield.

Cheaper alternatives exist: IOZ, VAS, and SYI.

Full IHD analysis →

Frequently Asked Questions

What's the difference between R3AL vs IHD?

R3AL and IHD 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 (7.9% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - R3AL vs IHD?

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

Which has performed higher - R3AL vs IHD?

Over the past 10 years, IHD has delivered the higher total return at 7.9% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

IHD pays the higher at 4.1%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

R3AL is the larger fund by assets ($462m). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

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

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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.