Compare AU

Compare RARI vs. BNDS

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

Russell Investments Australian Responsible Investment ETF

ASX

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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 Westn Asset Aus Bond Fund (Managed Fund) (BNDS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

RARI

BNDS

Popularity

Low

Low

Pearlers invested

28

11

Median incremental investment

$779.65

$707.68

Median investment frequency

Monthly

Monthly

Median total investment

$2,880.14

$906.75

Average age group

> 35

26 - 35


Key Summary

RARI

BNDS

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 406.73m 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.

BNDS.AX was created on 2018-11-07 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to earn an after fee return in excess of the Bloomberg AusBond Composite 0+yr Index over rolling three year periods.

Top 3 holdings

Commonwealth Bank of Australia (11.11 %)

CSL Ltd (5.51 %)

National Australia Bank Ltd (5.35 %)

AUSTRALIAN GOVERNMENT 2.75% MAY-41 (2.45 %)

AUSTRALIAN GOVERNMENT 1.75% NOV-32 (1.70 %)

AUSTRALIAN GOVERNMENT 3.75% MAY-34 (1.54 %)

Top 3 industries

Financials (63.34 %)

Health Care (11.95 %)

Consumer Discretionary (7.30 %)

Other (99.56 %)

Communication Services (0.44 %)

Top 3 countries

Australia (98.76 %)

New Zealand (1.24 %)

Management fee

0.45 %

0.42 %


Key Summary

RARI

BNDS

Issuer

Russell

BetaShares

Tracking index

Russell Australia ESG High Dividend Index - AUD

Bloomberg AusBond Composite Index - AUD

Asset class

ETF

ETF

Management fee

0.45 %

0.42 %

Price

$29.24

$23.25

Size

$404.309 million

$743.921 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.89 %

2.43 %

Market

ASX

ASX

First listed date

08/04/2015

16/11/2018

Purchase fee

$6.50

$6.50


Community Stats

RARI

BNDS

Popularity

Low

Low

Pearlers invested

28

11

Median incremental investment

$779.65

$707.68

Median investment frequency

Monthly

Monthly

Median total investment

$2,880.14

$906.75

Average age group

> 35

26 - 35


Pros and Cons

RARI

BNDS

Pros

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

RARI

BNDS

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

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