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Compare RARI vs. BAOR
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 Aoris Int Fund (Class B) (Unhedged) Active ETF (BAOR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | BAOR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 57 | 2 |
Median incremental investment | $805.08 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,531.50 | $781.53 |
Average age group | > 35 | > 35 |
Key Summary
RARI | BAOR | |
|---|---|---|
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 457.93m in AUM and 96 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. | BAOR.AX was created on 2023-05-01 by AORIS. The fund's investment portfolio concentrates primarily on total market equity. This class aims to achieve annualised returns in excess of the benchmark after all fees and expenses measured over a market cycle, which we consider to be seven years. Returns are not guaranteed. |
Top 3 holdings | Commonwealth Bank of Australia (10.70 %) National Australia Bank Ltd (5.74 %) Westpac Banking Corp (5.52 %) | Microsoft Corp (8.85 %) Visa Inc Class A (8.71 %) Halma PLC (8.65 %) |
Top 3 industries | Financials (61.74 %) Health Care (11.46 %) Consumer Discretionary (9.08 %) | Information Technology (42.85 %) Industrials (35.80 %) Financials (11.06 %) |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | |
Management fee | 0.45 % | 1.1 % |
Key Summary
RARI | BAOR | |
|---|---|---|
Issuer | Russell | AORIS |
Tracking index | Russell Australia ESG High Dividend Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 1.1 % |
Price | $30.68 | $2.37 |
Size | $461.521 million | N/A |
10Y return | 30.44 % | N/A |
Annual distribution yield (5Y) | 3.70 % | 6.04 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 30/04/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | BAOR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 57 | 2 |
Median incremental investment | $805.08 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,531.50 | $781.53 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | BAOR | |
|---|---|---|
Pros |
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Cons |
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RARI | BAOR |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |