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Compare RARI vs. ALTB
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 iShares 15+ Year Australian Government Bond ETF (ALTB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | ALTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 57 | 3 |
Median incremental investment | $993.50 | $2,033.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,493.96 | $36,577.67 |
Average age group | > 35 | > 35 |
Key Summary
RARI | ALTB | |
|---|---|---|
Strategy | 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 427.28m in AUM and 95 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. | ALTB.AX was created on 2024-06-07 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of bonds issued by the Australian Commonwealth Government and Australian Semi-Governments that have a remaining maturity of fifteen years or more. |
Top 3 holdings | Commonwealth Bank of Australia (11.80 %) Westpac Banking Corp (5.65 %) National Australia Bank Ltd (5.23 %) | AUSTRALIA (COMMONWEALTH OF) RegS (22.34 %) AUSTRALIA (COMMONWEALTH OF) RegS (20.33 %) AUSTRALIA (COMMONWEALTH OF) RegS (19.49 %) |
Top 3 industries | Financials (61.74 %) Health Care (11.46 %) Consumer Discretionary (9.08 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.45 % | 0.15 % |
Key Summary
RARI | ALTB | |
|---|---|---|
Issuer | Russell | iShares |
Tracking index | Russell Australia ESG High Dividend Index - AUD | Bloomberg AusBond Government 0-15 Year Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.15 % |
Price | $29.69 | $94.03 |
Size | $424.872 million | $185.192 million |
10Y return | 27.75 % | N/A |
Annual distribution yield (5Y) | 3.70 % | 1.99 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 12/06/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | ALTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 57 | 3 |
Median incremental investment | $993.50 | $2,033.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,493.96 | $36,577.67 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | ALTB | |
|---|---|---|
Pros |
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Cons |
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RARI | ALTB |
|---|---|
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 |