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Compare ALFA vs. RARI
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 VanEck Australian Long Short Complex ETF (ALFA) and the Russell Investments Australian Responsible Investment ETF (RARI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ALFA | RARI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 57 |
Median incremental investment | $996.75 | $946.75 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,808.80 | $2,559.48 |
Average age group | > 35 | > 35 |
Key Summary
ALFA | RARI | |
|---|---|---|
Strategy | ALFA.AX was created on 2025-01-21 by VanEck. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Benchmark) over the medium to long term after fees and other costs. There is no guarantee that this objective will be achieved. | RARI.AX was created on 2015-04-01 by Russell. The fund's investment portfolio concentrates primarily on high dividend yield equity. To aim to provide a total return before costs and tax, in line with the Russell Australia ESG High Dividend Index over the long term. |
Top 3 holdings | IGO Ltd (3.93 %) Kingsgate Consolidated Ltd (3.87 %) MA Financial Group Ltd (3.55 %) | Commonwealth Bank of Australia (12.04 %) Westpac Banking Corp (5.99 %) National Australia Bank Ltd (5.62 %) |
Top 3 industries | Financials (61.74 %) Health Care (11.46 %) Consumer Discretionary (9.08 %) | |
Top 3 countries | Australia (100.00 %) | Australia (100.00 %) |
Management fee | 0.39 % | 0.45 % |
Key Summary
ALFA | RARI | |
|---|---|---|
Issuer | VanEck | Russell |
Tracking index | Russell Australia ESG High Dividend Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.45 % |
Price | $23.84 | $30.42 |
Size | $29.826 million | $449.498 million |
10Y return | N/A | 41.23 % |
Annual distribution yield (5Y) | 0.51 % | 3.70 % |
Market | ASX | ASX |
First listed date | 22/01/2025 | 08/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALFA | RARI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 57 |
Median incremental investment | $996.75 | $946.75 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,808.80 | $2,559.48 |
Average age group | > 35 | > 35 |
Pros and Cons
ALFA | RARI | |
|---|---|---|
Pros |
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Cons |
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ALFA | RARI |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |