Compare AU

Compare EINC vs. RARI

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Mrtn Currie Eqy Inc Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are EINC and RARI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

EINC

RARI

Popularity

Low

Low

Pearlers invested

1

28

Median incremental investment

$765.45

$779.65

Median investment frequency

Monthly

Monthly

Median total investment

$1,050.77

$2,898.86

Average age group

26 - 35

> 35


Key Summary

EINC

RARI

Strategy

EINC.AX was created on 2018-02-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide an after-tax income yield above the S&P/ASX 200 Index and to grow this income above the rate of inflation

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

BetaShares Mrtn Currie Eqy Inc Fund (Managed Fund) (100 %)

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 (97.66 %)

New Zealand (2.34 %)

Australia (98.76 %)

New Zealand (1.24 %)

Management fee

0.85 %

0.45 %


Key Summary

EINC

RARI

Issuer

BetaShares

Russell

Tracking index

Russell Australia ESG High Dividend Index - AUD

Asset class

ETF

ETF

Management fee

0.85 %

0.45 %

Price

$8.83

$29.43

Size

$19.418 million

$420.402 million

10Y return

N/A

N/A

Annual dividend/โ€Šdistribution yield (5Y)

5.87 %

4.89 %

Market

ASX

ASX

First listed date

19/02/2018

08/04/2015

Purchase fee

$6.50

$6.50


Community Stats

EINC

RARI

Popularity

Low

Low

Pearlers invested

1

28

Median incremental investment

$765.45

$779.65

Median investment frequency

Monthly

Monthly

Median total investment

$1,050.77

$2,898.86

Average age group

26 - 35

> 35


Pros and Cons

EINC

RARI

Pros

  • Higher distribution yield

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

EINC

RARI

Lower exposure to AU market

Higher exposure to AU market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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