Compare AU

Compare MOAT vs. RARI

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

Morningstar US 'Wide Moat'

ASX

Buy

Buy

Overview
Performance

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 Morningstar US 'Wide Moat' (MOAT) 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

MOAT

RARI

Popularity

Low

Low

Pearlers invested

522

28

Median incremental investment

$1,000.00

$772.33

Median investment frequency

Monthly

Monthly

Median total investment

$4,408.80

$2,911.37

Average age group

> 35

> 35


Key Summary

MOAT

RARI

Strategy

The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes.

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 410.43m 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

Alphabet Inc Class A (2.79 %)

The Walt Disney Co (2.77 %)

Bristol-Myers Squibb Co (2.75 %)

Commonwealth Bank of Australia (11.73 %)

CSL Ltd (5.52 %)

Westpac Banking Corp (5.39 %)

Top 3 industries

Health Care (49.22 %)

Other (23.89 %)

Communication Services (20.70 %)

Financials (62.89 %)

Health Care (11.54 %)

Consumer Discretionary (7.62 %)

Top 3 countries

United States (98.74 %)

Netherlands (1.26 %)

Australia (98.76 %)

New Zealand (1.24 %)

Management fee

0.49 %

0.45 %


Key Summary

MOAT

RARI

Issuer

VanEck

Russell

Tracking index

Morningstar Wide Moat Focus Index - AUD

Russell Australia ESG High Dividend Index - AUD

Asset class

ETF

ETF

Management fee

0.49 %

0.45 %

Price

$133.60

$29.26

Size

$1.067 billion

$407.398 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

3.59 %

4.76 %

Market

ASX

ASX

First listed date

26/06/2015

08/04/2015

Purchase fee

$6.50

$6.50


Community Stats

MOAT

RARI

Popularity

Low

Low

Pearlers invested

522

28

Median incremental investment

$1,000.00

$772.33

Median investment frequency

Monthly

Monthly

Median total investment

$4,408.80

$2,911.37

Average age group

> 35

> 35


Pros and Cons

MOAT

RARI

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

MOAT

RARI

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

Home