Compare AU
Compare QFN 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 BetaShares Australian Financials Sector ETF (QFN) 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
QFN | RARI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 24 | 31 |
Median incremental investment | $608.75 | $765.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,287.90 | $2,892.54 |
Average age group | 26 - 35 | > 35 |
Key Summary
QFN | RARI | |
|---|---|---|
Strategy | QFN.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. QFN.AX aims to track the performance of an index (before fees and expenses) comprising the largest ASX-listed companies in the financial sector, including the Big 4 banks and insurance companies but excluding Real Estate Investment Trusts. | 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 | S&P/ASX200 F-REIT MAR25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (31.45 %) NATIONAL AUSTRALIA BANK LTD (14.31 %) | Commonwealth Bank of Australia (11.56 %) Westpac Banking Corp (5.31 %) National Australia Bank Ltd (5.17 %) |
Top 3 industries | Financials (99.22 %) Communication Services (2.56 %) Other (0.78 %) | Financials (63.82 %) Health Care (11.16 %) Consumer Discretionary (7.93 %) |
Top 3 countries | Australia (99.69 %) United States (0.31 %) | Australia (98.76 %) New Zealand (1.24 %) |
Management fee | 0.34 % | 0.45 % |
Key Summary
QFN | RARI | |
|---|---|---|
Issuer | BetaShares | Russell |
Tracking index | Solactive Australia Financials Ex-REITs Sector Index | Russell Australia ESG High Dividend Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.34 % | 0.45 % |
Price | $16.64 | $29.80 |
Size | $81.878 million | $407.398 million |
10Y return | 34.96 % | N/A |
Annual distribution yield (5Y) | 4.79 % | 4.76 % |
Market | ASX | ASX |
First listed date | 15/12/2010 | 08/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QFN | RARI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 24 | 31 |
Median incremental investment | $608.75 | $765.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,287.90 | $2,892.54 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
QFN | RARI | |
|---|---|---|
Pros |
| |
Cons |
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QFN | RARI |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |