Compare AU

Compare QPON vs. RARI

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

BetaShares Australian Bank Senior Floating Rate Bond ETF

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 BetaShares Australian Bank Senior Floating Rate Bond ETF (QPON) 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

QPON

RARI

Popularity

Low

Low

Pearlers invested

11

28

Median incremental investment

$5,000.00

$779.65

Median investment frequency

Monthly

Monthly

Median total investment

$2,761.30

$2,898.86

Average age group

> 35

> 35


Key Summary

QPON

RARI

Strategy

QPON.AX was created on 2017-06-01 by BetaShares. The fund's investment portfolio concentrates primarily on high yield fixed income. QPON.AX aims to track the performance of an index (before fees and expenses) that measures the performance of a portfolio of some of the largest and most liquid senior floating rate bonds issued by Australian banks.

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

NATIONAL AUSTRALIA BANK LTD FRN MAR-29 (10.02 %)

WESTPAC BANKING CORP FRN MAY-29 (9.98 %)

WESTPAC BANKING CORP FRN JAN-29 (9.97 %)

Commonwealth Bank of Australia (11.58 %)

CSL Ltd (5.36 %)

Westpac Banking Corp (5.32 %)

Top 3 industries

Other (96.47 %)

Communication Services (3.53 %)

Financials (63.24 %)

Health Care (11.48 %)

Consumer Discretionary (7.79 %)

Top 3 countries

Australia (98.76 %)

New Zealand (1.24 %)

Management fee

0.22 %

0.45 %


Key Summary

QPON

RARI

Issuer

BetaShares

Russell

Tracking index

Solactive Australian Bank Senior Floating Rate Bond Index - AUD

Russell Australia ESG High Dividend Index - AUD

Asset class

ETF

ETF

Management fee

0.22 %

0.45 %

Price

$26.05

$29.43

Size

$1.551 billion

$420.402 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.63 %

4.89 %

Market

ASX

ASX

First listed date

06/06/2017

08/04/2015

Purchase fee

$6.50

$6.50


Community Stats

QPON

RARI

Popularity

Low

Low

Pearlers invested

11

28

Median incremental investment

$5,000.00

$779.65

Median investment frequency

Monthly

Monthly

Median total investment

$2,761.30

$2,898.86

Average age group

> 35

> 35


Pros and Cons

QPON

RARI

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

QPON

RARI

Lower exposure to AU market

Higher exposure to AU market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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