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Compare AU
Compare MVE 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 S&P Aussie 50 Mid-Caps (MVE) 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
MVE | RARI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 46 | 57 |
Median incremental investment | $915.50 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,907.79 | $2,462.88 |
Average age group | > 35 | > 35 |
Key Summary
MVE | RARI | |
|---|---|---|
Strategy | MVE.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund is designed to capture the performance of the 50 midcap companies listed on ASX having Market Capitalisation ranking from 51 to 100. | 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 | Mineral Resources Ltd (3.80 %) ALS Ltd (3.79 %) Nextdc Ltd (3.53 %) | Commonwealth Bank of Australia (11.47 %) Westpac Banking Corp (5.46 %) National Australia Bank Ltd (5.04 %) |
Top 3 industries | Materials (20.27 %) Consumer Discretionary (20.22 %) Real Estate (18.54 %) | Financials (61.74 %) Health Care (11.46 %) Consumer Discretionary (9.08 %) |
Top 3 countries | Australia (87.98 %) United States (6.16 %) United Kingdom of Great Britain and Northern Ireland (2.27 %) | Australia (100.00 %) |
Management fee | 0.45 % | 0.45 % |
Key Summary
MVE | RARI | |
|---|---|---|
Issuer | VanEck | Russell |
Tracking index | S&P/ASX Midcap 50 Index - AUD | Russell Australia ESG High Dividend Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.45 % |
Price | $43.18 | $29.32 |
Size | $465.375 million | $425.491 million |
10Y return | 111.98 % | 23.82 % |
Annual distribution yield (5Y) | 2.80 % | 3.70 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 08/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVE | RARI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 46 | 57 |
Median incremental investment | $915.50 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,907.79 | $2,462.88 |
Average age group | > 35 | > 35 |
Pros and Cons
MVE | RARI | |
|---|---|---|
Pros |
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Cons |
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MVE | RARI |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |