Home
Products
Learn
About
Pricing
Log In

What are you looking for?

Home
Pricing
Back
Compare AU

Compare RARI vs. BBOZ

Compare shares and ETFs on the ASX that you can trade on Pearler.

Russell Investments Australian Responsible Investment ETF

ASX

Buy

Buy

Overview
Performance

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 Aus Equities Strong Bear Complex ETF (BBOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

RARI

BBOZ

Popularity

Low

Low

Pearlers invested

39

15

Median incremental investment

$713.10

$3,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,120.92

$3,438.33

Average age group

> 35

> 35

Key Summary

RARI

BBOZ

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.

BBOZ.AX was created on 2015-04-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to help investors profit from, or protect against, a declining Australian share market. It seeks to generate magnified returns that are negatively correlated to the returns of the Australian share market (as measured by the S&P/ASX 200 Index)

Top 3 holdings

Commonwealth Bank of Australia (11.95 %)

CSL Ltd (4.81 %)

National Australia Bank Ltd (4.80 %)

SPI 200 FUTURES JUN25 (0 %)

AUD - AUSTRALIA DOLLAR (88.87 %)

BETASHARES AUSTRALIAN CASH PLUS FUND (11.13 %)

Top 3 industries

Financials (62.84 %)

Health Care (10.43 %)

Consumer Discretionary (8.82 %)

Other (68.91 %)

Communication Services (31.09 %)

Top 3 countries

Australia (98.76 %)

New Zealand (1.24 %)

Management fee

0.45 %

1.38 %

Key Summary

RARI

BBOZ

Issuer

Russell

BetaShares

Tracking index

Russell Australia ESG High Dividend Index - AUD

Asset class

ETF

ETF

Management fee

0.45 %

1.38 %

Price

$31.19

$23.39

Size

$464.721 million

$218.879 million

10Y return

27.00 %

-15.74 %

Annual distribution yield (5Y)

4.76 %

0.53 %

Market

ASX

ASX

First listed date

08/04/2015

20/04/2015

Purchase fee

$6.50

$6.50

Community Stats

RARI

BBOZ

Popularity

Low

Low

Pearlers invested

39

15

Median incremental investment

$713.10

$3,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,120.92

$3,438.33

Average age group

> 35

> 35

Pros and Cons

RARI

BBOZ

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

RARI

BBOZ

Higher exposure to AU market

Lower exposure to AU market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield