Compare AU
Compare DJRE 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 SPDR Dow Jones Global Real Estate Esg Fund (DJRE) 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
DJRE | RARI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 118 | 28 |
Median incremental investment | $1,038.02 | $772.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,951.26 | $2,911.37 |
Average age group | > 35 | > 35 |
Key Summary
DJRE | RARI | |
|---|---|---|
Strategy | DJRE.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on real estate equity. The SPDR Dow Jones Global Real Estate Fund seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select Real Estate Securities Index. | 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 410.43m in AUM and 84 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 | Prologis Inc (7.73 %) Equinix Inc (6.01 %) Welltower Inc (5.12 %) | Commonwealth Bank of Australia (11.73 %) CSL Ltd (5.52 %) Westpac Banking Corp (5.39 %) |
Top 3 industries | Real Estate (100.00 %) Other (5.20 %) | Financials (62.89 %) Health Care (11.54 %) Consumer Discretionary (7.62 %) |
Top 3 countries | United States (73.60 %) Japan (8.31 %) United Kingdom of Great Britain and Northern Ireland (3.22 %) | Australia (98.76 %) New Zealand (1.24 %) |
Management fee | 0.2 % | 0.45 % |
Key Summary
DJRE | RARI | |
|---|---|---|
Issuer | SPDR | Russell |
Tracking index | DJ Global Select Real Estate Securities Index (RESI) | Russell Australia ESG High Dividend Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.45 % |
Price | $21.72 | $29.26 |
Size | $435.721 million | $407.398 million |
10Y return | 5.80 % | N/A |
Annual distribution yield (5Y) | 3.58 % | 4.76 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 08/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DJRE | RARI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 118 | 28 |
Median incremental investment | $1,038.02 | $772.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,951.26 | $2,911.37 |
Average age group | > 35 | > 35 |
Pros and Cons
DJRE | RARI | |
|---|---|---|
Pros |
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Cons |
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DJRE | 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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |