Compare AU
Compare FIIN 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, shares and ETFs are a popular choice. Two options in the ASX are FIIN and RARI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FIIN | RARI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 33 |
Median incremental investment | $666.55 | $750.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,351.96 | $2,448.16 |
Average age group | 26 - 35 | > 35 |
Key Summary
FIIN | RARI | |
|---|---|---|
Strategy | FIIN.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the MSCI India Index NR over the medium to long term | 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 425.62m 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 | Fidelity India Active ETF (100 %) | Commonwealth Bank of Australia (11.34 %) Westpac Banking Corp (5.14 %) CSL Ltd (5.11 %) |
Top 3 industries | Financials (63.76 %) Health Care (10.92 %) Consumer Discretionary (8.09 %) | |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | |
Management fee | 1.2 % | 0.45 % |
Key Summary
FIIN | RARI | |
|---|---|---|
Issuer | Fidelity | Russell |
Tracking index | Russell Australia ESG High Dividend Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.2 % | 0.45 % |
Price | $9.26 | $27.82 |
Size | $3.979 million | $428.256 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 2.16 % | 4.76 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 08/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FIIN | RARI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 33 |
Median incremental investment | $666.55 | $750.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,351.96 | $2,448.16 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
FIIN | RARI | |
|---|---|---|
Pros |
| |
Cons |
|
FIIN | RARI |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |