Back
Compare AU
Compare RARI vs. AEBD
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 Russell Investments Australian Responsible Investment ETF (RARI) and the Betashares Ethical Australian Composite Bond ETF (AEBD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | AEBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 1 |
Median incremental investment | $713.10 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,127.04 | $5,050.98 |
Average age group | > 35 | > 35 |
Key Summary
RARI | AEBD | |
|---|---|---|
Strategy | 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. | AEBD.AX was created on 2024-11-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Australian Enhanced Yield Ethically Screened Composite Bond Index, before taking into account fees and expenses. |
Top 3 holdings | Commonwealth Bank of Australia (11.95 %) CSL Ltd (4.81 %) National Australia Bank Ltd (4.80 %) | AUSTRALIAN GOVERNMENT 2.75% JUN-35 (1.51 %) AUSTRALIAN GOVERNMENT 3.75% APR-37 (1.49 %) AUSTRALIAN GOVERNMENT 4.25% JUN-34 (1.42 %) |
Top 3 industries | Financials (62.84 %) Health Care (10.43 %) Consumer Discretionary (8.82 %) | |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | |
Management fee | 0.45 % | 0.34 % |
Key Summary
RARI | AEBD | |
|---|---|---|
Issuer | Russell | BetaShares |
Tracking index | Russell Australia ESG High Dividend Index - AUD | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.34 % |
Price | $31.28 | $51.90 |
Size | $464.721 million | $46.661 million |
10Y return | 27.36 % | N/A |
Annual distribution yield (5Y) | 4.76 % | 0.42 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 05/11/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | AEBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 1 |
Median incremental investment | $713.10 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,127.04 | $5,050.98 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | AEBD | |
|---|---|---|
Pros |
|
|
Cons |
|
|
RARI | AEBD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |