Compare AU
Compare BSUB 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 Aus Major Bank Subordinated Debt ETF (BSUB) 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
BSUB | RARI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 28 |
Median incremental investment | $7,504.38 | $779.65 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,035.32 | $2,898.86 |
Average age group | > 35 | > 35 |
Key Summary
BSUB | RARI | |
|---|---|---|
Strategy | BSUB.AX was created on 2024-05-06 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Major Bank Subordinated FRN 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. 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 5.6529% AUG-31 (9.61 %) AUSTRALIA & NEW ZEALAND BANKING GROUP LTD 6.3055% JAN-34 (9.43 %) WESTPAC BANKING CORP 6.6537% JUN-33 (9.38 %) | Commonwealth Bank of Australia (11.58 %) CSL Ltd (5.36 %) Westpac Banking Corp (5.32 %) |
Top 3 industries | Financials (63.24 %) Health Care (11.48 %) Consumer Discretionary (7.79 %) | |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | |
Management fee | 0.29 % | 0.45 % |
Key Summary
BSUB | RARI | |
|---|---|---|
Issuer | BetaShares | Russell |
Tracking index | Solactive Australian Major Bank Subordinated FRN Index - AUD - Benchmark TR Gross | Russell Australia ESG High Dividend Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.45 % |
Price | $25.56 | $29.43 |
Size | $141.775 million | $420.402 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.54 % | 4.89 % |
Market | ASX | ASX |
First listed date | 07/05/2024 | 08/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BSUB | RARI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 28 |
Median incremental investment | $7,504.38 | $779.65 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,035.32 | $2,898.86 |
Average age group | > 35 | > 35 |
Pros and Cons
BSUB | RARI | |
|---|---|---|
Pros |
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Cons |
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BSUB | 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 |