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Compare AU
Compare GIVE 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 Perpetual Esg Australian Share Active ETF (GIVE) 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
GIVE | RARI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 42 |
Median incremental investment | $523.25 | $725.75 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $760.00 | $2,026.20 |
Average age group | 26 - 35 | > 35 |
Key Summary
GIVE | RARI | |
|---|---|---|
Strategy | GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. | 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 | Deterra Royalties Ltd Ordinary Shares (5.19 %) EVT Ltd (4.96 %) GWA Group Ltd (4.90 %) | Commonwealth Bank of Australia (12.65 %) National Australia Bank Ltd (4.97 %) CSL Ltd (4.70 %) |
Top 3 industries | Materials (22.51 %) Industrials (22.33 %) Health Care (19.50 %) | Financials (63.30 %) Health Care (10.26 %) Consumer Discretionary (8.76 %) |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | |
Management fee | 0.65 % | 0.45 % |
Key Summary
GIVE | RARI | |
|---|---|---|
Issuer | Perpetual | Russell |
Tracking index | S&P/ASX 300 Index - AUD | Russell Australia ESG High Dividend Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.45 % |
Price | $3.02 | $30.70 |
Size | N/A | $452.905 million |
10Y return | N/A | 30.08 % |
Annual distribution yield (5Y) | 9.27 % | 3.85 % |
Market | ASX | ASX |
First listed date | 28/11/2021 | 08/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GIVE | RARI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 42 |
Median incremental investment | $523.25 | $725.75 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $760.00 | $2,026.20 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
GIVE | RARI | |
|---|---|---|
Pros |
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Cons |
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GIVE | 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 |