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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 State Street SPDR Dow Jones Gbl Real Estate Esg Tilted ETF (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 | 128 | 59 |
Median incremental investment | $1,046.08 | $900.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,225.32 | $2,546.04 |
Average age group | > 35 | > 35 |
Key Summary
DJRE | RARI | |
|---|---|---|
Strategy | DJRE.AX was created on 2013-11-01 by State Street . The fund's investment portfolio concentrates primarily on real estate equity. The ETF currently has 530.12m in AUM and 223 holdings. The State Street SPDR Dow Jones Global Real Estate ESG Tilted ETF seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select ESG Tilted 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 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 | Prologis Inc (8.52 %) Welltower Inc (7.48 %) Public Storage (6.54 %) | Commonwealth Bank of Australia (12.46 %) National Australia Bank Ltd (6.65 %) Westpac Banking Corp (6.06 %) |
Top 3 industries | Real Estate (100.00 %) Other (5.20 %) | Financials (61.74 %) Health Care (11.46 %) Consumer Discretionary (9.08 %) |
Top 3 countries | United States (71.31 %) Japan (9.05 %) United Kingdom of Great Britain and Northern Ireland (3.07 %) | Australia (100.00 %) |
Management fee | 0.2 % | 0.45 % |
Key Summary
DJRE | RARI | |
|---|---|---|
Issuer | State Street | Russell |
Tracking index | Dow Jones Global Select ESG Tilted Real Estate Securities Index - AUD - Benchmark TR Net | Russell Australia ESG High Dividend Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.45 % |
Price | $21.78 | $30.31 |
Size | $521.746 million | $448.169 million |
10Y return | 5.17 % | 34.41 % |
Annual distribution yield (5Y) | 3.62 % | 3.70 % |
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 | 128 | 59 |
Median incremental investment | $1,046.08 | $900.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,225.32 | $2,546.04 |
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 |