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Compare RARI vs. DGSM
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 Dimensional Global Small Company - Active ETF (DGSM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | DGSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 59 | 17 |
Median incremental investment | $900.00 | $2,055.48 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,559.48 | $11,131.77 |
Average age group | > 35 | > 35 |
Key Summary
RARI | DGSM | |
|---|---|---|
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. | DGSM.AX was created on 2000-08-21 by Dimensional. The fund's investment portfolio concentrates primarily on small cap equity. The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of small companies associated with approved developed markets (excluding Australia). |
Top 3 holdings | Commonwealth Bank of Australia (12.18 %) National Australia Bank Ltd (6.49 %) Westpac Banking Corp (5.93 %) | Ciena Corp (0.38 %) Babcock International Group PLC (0.32 %) Flex Ltd (0.30 %) |
Top 3 industries | Financials (61.74 %) Health Care (11.46 %) Consumer Discretionary (9.08 %) | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) |
Top 3 countries | Australia (100.00 %) | United States (69.25 %) Japan (7.39 %) United Kingdom of Great Britain and Northern Ireland (4.04 %) |
Management fee | 0.45 % | 0.647 % |
Key Summary
RARI | DGSM | |
|---|---|---|
Issuer | Russell | Dimensional |
Tracking index | Russell Australia ESG High Dividend Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.647 % |
Price | $30.47 | $37.23 |
Size | $467.374 million | N/A |
10Y return | 35.12 % | N/A |
Annual distribution yield (5Y) | 3.70 % | 1.74 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | DGSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 59 | 17 |
Median incremental investment | $900.00 | $2,055.48 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,559.48 | $11,131.77 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | DGSM | |
|---|---|---|
Pros |
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Cons |
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RARI | DGSM |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |