Compare AU
Compare RARI vs. AQLT
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 Australian Quality ETF (AQLT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | AQLT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 28 | 40 |
Median incremental investment | $772.33 | $3,193.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,911.37 | $5,148.18 |
Average age group | > 35 | > 35 |
Key Summary
RARI | AQLT | |
|---|---|---|
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 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. | AQLT.AX was created on 2022-04-04 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. AQLT.AX aims to track an index (before fees and expenses) that comprises 40 high quality companies, selected based on three quality metrics high return on equity, low leverage and relative earnings stability. |
Top 3 holdings | Commonwealth Bank of Australia (11.73 %) CSL Ltd (5.52 %) Westpac Banking Corp (5.39 %) | SPI 200 FUTURES MAR25 (0 %) TELSTRA GROUP LTD (7.04 %) COMMONWEALTH BANK OF AUSTRALIA (6.78 %) |
Top 3 industries | Financials (62.89 %) Health Care (11.54 %) Consumer Discretionary (7.62 %) | Financials (39.35 %) Materials (12.31 %) Consumer Discretionary (10.90 %) |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | Australia (95.56 %) United States (3.31 %) China (1.13 %) |
Management fee | 0.45 % | 0.35 % |
Key Summary
RARI | AQLT | |
|---|---|---|
Issuer | Russell | BetaShares |
Tracking index | Russell Australia ESG High Dividend Index - AUD | Solactive Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.35 % |
Price | $29.26 | $30.92 |
Size | $407.398 million | $340.623 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.76 % | 2.46 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 05/04/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | AQLT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 28 | 40 |
Median incremental investment | $772.33 | $3,193.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,911.37 | $5,148.18 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | AQLT | |
|---|---|---|
Pros |
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Cons |
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RARI | AQLT |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |