Compare AU
Compare MOAT 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 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 |
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Cons |
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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 |