Compare AU
Compare RARI vs. BNDS
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 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 | 13 |
Median incremental investment | $779.65 | $707.68 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,898.86 | $916.50 |
Average age group | > 35 | > 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. 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 (11.58 %) CSL Ltd (5.36 %) Westpac Banking Corp (5.32 %) | AUSTRALIAN GOVERNMENT 2.75% MAY-41 (2.26 %) AUSTRALIAN GOVERNMENT 3.5% DEC-34 (1.63 %) AUSTRALIAN GOVERNMENT 3.75% MAY-34 (1.61 %) |
Top 3 industries | Financials (63.24 %) Health Care (11.48 %) Consumer Discretionary (7.79 %) | 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 | $29.43 | $23.50 |
Size | $420.402 million | $786.559 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.89 % | 2.44 % |
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 | 13 |
Median incremental investment | $779.65 | $707.68 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,898.86 | $916.50 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | BNDS | |
|---|---|---|
Pros |
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Cons |
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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 |