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Compare AU
Compare IBAL 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 iShares Balanced Esg ETF (IBAL) 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
IBAL | RARI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 50 |
Median incremental investment | $50,045.00 | $830.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $50,737.60 | $2,564.93 |
Average age group | > 35 | > 35 |
Key Summary
IBAL | RARI | |
|---|---|---|
Strategy | IBAL.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds in which the Fund invests, in proportion to a Balanced long term Strategic Asset Allocation . | 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 | iShares Core MSCI Wld Ex Aus ESG ETF (24.24 %) iShares Treasury ETF (16.59 %) iShares Core MSCI Australia ESG ETF (15.30 %) | Commonwealth Bank of Australia (11.03 %) National Australia Bank Ltd (5.66 %) Westpac Banking Corp (5.52 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Financials (61.74 %) Health Care (11.46 %) Consumer Discretionary (9.08 %) |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | Australia (98.76 %) New Zealand (1.24 %) |
Management fee | 0.22 % | 0.45 % |
Key Summary
IBAL | RARI | |
|---|---|---|
Issuer | iShares | Russell |
Tracking index | Russell Australia ESG High Dividend Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.45 % |
Price | $30.40 | $31.09 |
Size | $22.675 million | $474.946 million |
10Y return | N/A | 38.18 % |
Annual distribution yield (5Y) | 2.51 % | 3.66 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 08/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | RARI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 50 |
Median incremental investment | $50,045.00 | $830.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $50,737.60 | $2,564.93 |
Average age group | > 35 | > 35 |
Pros and Cons
IBAL | RARI | |
|---|---|---|
Pros |
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Cons |
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IBAL | 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 |