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Compare AU
Compare RARI vs. CORE
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 Schroder Global Core Fund - Active ETF (CORE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | CORE | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 41 | 0 |
Median incremental investment | $722.07 | $96.60 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,962.88 | $0 |
Average age group | > 35 | N/A |
Key Summary
RARI | CORE | |
|---|---|---|
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. | CORE.AX was created on 2017-09-19 by ETFS. The fund's investment portfolio concentrates primarily on theme equity. |
Top 3 holdings | Commonwealth Bank of Australia (12.65 %) National Australia Bank Ltd (4.97 %) CSL Ltd (4.70 %) | Chunghwa Telecom Co Ltd (4.02 %) Taiwan Mobile Co Ltd (2.72 %) Far EasTone Telecommunications Co Ltd (2.21 %) |
Top 3 industries | Financials (63.84 %) Health Care (10.19 %) Consumer Discretionary (8.53 %) | Communication Services (68.27 %) Utilities (23.87 %) Industrials (7.87 %) |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | |
Management fee | 0.45 % | 0.45 % |
Key Summary
RARI | CORE | |
|---|---|---|
Issuer | Russell | ETFS |
Tracking index | Russell Australia ESG High Dividend Index - AUD | Solactive Global Core Infrastructure Low Volatility Index - USD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.45 % |
Price | $30.73 | $10.21 |
Size | $462.853 million | N/A |
10Y return | 30.21 % | N/A |
Annual distribution yield (5Y) | 3.85 % | 3.06 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 20/09/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | CORE | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 41 | 0 |
Median incremental investment | $722.07 | $96.60 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,962.88 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
RARI | CORE | |
|---|---|---|
Pros |
| |
Cons |
|
RARI | CORE |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |