Compare AU
Compare BBUS 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 BetaShares Us Eqy Strong Bear - Ch (Hedge Fund) (BBUS) 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
BBUS | RARI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 28 |
Median incremental investment | $4,993.50 | $779.65 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,220.40 | $2,898.86 |
Average age group | > 35 | > 35 |
Key Summary
BBUS | RARI | |
|---|---|---|
Strategy | BBUS.AX was created on 2015-08-24 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to help investors profit from, or protect against, a declining U.S. share market. It seeks to generate magnified returns that are negatively correlated to the returns of the U.S. share market (as measured by the S&P 500 index), hedged to Australian dollars. | 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 | S&P500 EMINI FUT MAR25 (0 %) AUD - AUSTRALIA DOLLAR (102.01 %) USD - UNITED STATES DOLLAR (-2.01 %) | Commonwealth Bank of Australia (11.58 %) CSL Ltd (5.36 %) Westpac Banking Corp (5.32 %) |
Top 3 industries | Other (73.66 %) Communication Services (26.34 %) | Financials (63.24 %) Health Care (11.48 %) Consumer Discretionary (7.79 %) |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | |
Management fee | 1.38 % | 0.45 % |
Key Summary
BBUS | RARI | |
|---|---|---|
Issuer | BetaShares | Russell |
Tracking index | Russell Australia ESG High Dividend Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.45 % |
Price | $4.32 | $29.43 |
Size | $146.193 million | $420.402 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.89 % | 4.89 % |
Market | ASX | ASX |
First listed date | 26/08/2015 | 08/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBUS | RARI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 28 |
Median incremental investment | $4,993.50 | $779.65 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,220.40 | $2,898.86 |
Average age group | > 35 | > 35 |
Pros and Cons
BBUS | RARI | |
|---|---|---|
Pros |
| |
Cons |
|
BBUS | RARI |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |