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Compare RARI vs. ALFA
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are RARI and ALFA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
RARI | ALFA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 9 |
Median incremental investment | $713.10 | $795.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,127.04 | $992.68 |
Average age group | > 35 | > 35 |
Key Summary
RARI | ALFA | |
|---|---|---|
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. | ALFA.AX was created on 2025-01-21 by VanEck. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to outperform the S&P/ASX 200 Accumulation Index (‘Benchmark’) over the medium to long term after fees and other costs. There is no guarantee that this objective will be achieved. |
Top 3 holdings | Commonwealth Bank of Australia (11.95 %) CSL Ltd (4.81 %) National Australia Bank Ltd (4.80 %) | VanEck Australian Long Short Complex ETF (100 %) |
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 % | 0.39 % |
Key Summary
RARI | ALFA | |
|---|---|---|
Issuer | Russell | VanEck |
Tracking index | Russell Australia ESG High Dividend Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.39 % |
Price | $31.28 | $21.58 |
Size | $464.721 million | $12.904 million |
10Y return | 27.36 % | N/A |
Annual distribution/ dividend yield (5Y) | 4.76 % | - % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 22/01/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | ALFA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 9 |
Median incremental investment | $713.10 | $795.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,127.04 | $992.68 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | ALFA | |
|---|---|---|
Pros |
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Cons |
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RARI | ALFA |
|---|---|
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 |