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Compare BHYB 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 Australian Major Bank Hybrids Index ETF (BHYB) 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
BHYB | RARI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 57 |
Median incremental investment | $1,033.45 | $865.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,279.97 | $2,587.20 |
Average age group | > 35 | > 35 |
Key Summary
BHYB | RARI | |
|---|---|---|
Strategy | BHYB.AX was created on 2021-04-21 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 645.2m in AUM and 17 holdings. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Banking Preferred Shares Index (the Index), before taking into account fees and expenses. | 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 457.93m in AUM and 96 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 | NABPH (8.16 %) NABPI (6.93 %) NABPF (6.24 %) | Commonwealth Bank of Australia (10.41 %) National Australia Bank Ltd (5.67 %) Westpac Banking Corp (5.47 %) |
Top 3 industries | Other (99.51 %) Communication Services (0.49 %) | Financials (61.74 %) Health Care (11.46 %) Consumer Discretionary (9.08 %) |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | |
Management fee | 0.35 % | 0.45 % |
Key Summary
BHYB | RARI | |
|---|---|---|
Issuer | BetaShares | Russell |
Tracking index | Solactive Australian Banking Preferred Shares Index - AUD - Benchmark TR Net | Russell Australia ESG High Dividend Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.45 % |
Price | $9.87 | $30.70 |
Size | $648.928 million | $461.521 million |
10Y return | N/A | 42.79 % |
Annual distribution yield (5Y) | 3.21 % | 3.70 % |
Market | ASX | ASX |
First listed date | 22/04/2021 | 08/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BHYB | RARI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 57 |
Median incremental investment | $1,033.45 | $865.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,279.97 | $2,587.20 |
Average age group | > 35 | > 35 |
Pros and Cons
BHYB | RARI | |
|---|---|---|
Pros |
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Cons |
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BHYB | RARI |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |