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Compare AUMF 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 iShares Edge MSCI Australia Multifactor ETF (AUMF) 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
AUMF | RARI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 59 |
Median incremental investment | $416.79 | $900.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,013.36 | $2,494.80 |
Average age group | > 35 | > 35 |
Key Summary
AUMF | RARI | |
|---|---|---|
Strategy | AUMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 152.02m in AUM and 129 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Diversified Multiple Factor (AUD) Index, before fees and expenses. The index is designed to measure the performance of Australian equities that have favorable exposure to four target style factors subject to constraints. | RARI.AX was created on 2015-04-01 by Russell. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 469.71m in AUM and 97 holdings. 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 | COMMONWEALTH BANK OF AUSTRALIA (9.31 %) BHP GROUP LTD (6.21 %) RIO TINTO LTD (3.37 %) | Commonwealth Bank of Australia (12.26 %) National Australia Bank Ltd (6.48 %) Westpac Banking Corp (5.91 %) |
Top 3 industries | Financials (30.50 %) Materials (20.00 %) Real Estate (9.83 %) | Financials (61.74 %) Health Care (11.46 %) Consumer Discretionary (9.08 %) |
Top 3 countries | Australia (99.82 %) New Zealand (0.11 %) United States (0.07 %) | Australia (100.00 %) |
Management fee | 0.3 % | 0.45 % |
Key Summary
AUMF | RARI | |
|---|---|---|
Issuer | iShares | Russell |
Tracking index | MSCI Australia IMI Diversified Multiple-Factor Index - AUD | Russell Australia ESG High Dividend Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.45 % |
Price | $38.24 | $29.70 |
Size | $145.906 million | $448.169 million |
10Y return | N/A | 30.72 % |
Annual distribution yield (5Y) | 4.14 % | 3.70 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 08/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AUMF | RARI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 59 |
Median incremental investment | $416.79 | $900.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,013.36 | $2,494.80 |
Average age group | > 35 | > 35 |
Pros and Cons
AUMF | RARI | |
|---|---|---|
Pros |
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Cons |
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AUMF | RARI |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |