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Compare RARI vs. DGVA
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 Value Trust - Active ETF (DGVA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 1 |
Median incremental investment | $717.59 | $7,234.78 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,128.40 | $32,054.40 |
Average age group | > 35 | < 26 |
Key Summary
RARI | DGVA | |
|---|---|---|
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. | DGVA.AX was created on 1999-08-27 by Dimensional. The fund's investment portfolio concentrates primarily on large cap equity. The investment objective of the Trust is to provide long-term capital growth by gaining exposure to a diversified portfolio of large Value Companies associated with approved developed markets (excluding Australia). |
Top 3 holdings | Commonwealth Bank of Australia (11.95 %) CSL Ltd (4.81 %) National Australia Bank Ltd (4.80 %) | JPMorgan Chase & Co (3.25 %) Exxon Mobil Corp (2.25 %) Johnson & Johnson (1.63 %) |
Top 3 industries | Financials (62.84 %) Health Care (10.43 %) Consumer Discretionary (8.82 %) | |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | |
Management fee | 0.45 % | 0 % |
Key Summary
RARI | DGVA | |
|---|---|---|
Issuer | Russell | Dimensional |
Tracking index | Russell Australia ESG High Dividend Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0 % |
Price | $31.26 | $25.20 |
Size | $464.721 million | N/A |
10Y return | 27.28 % | N/A |
Annual distribution yield (5Y) | 4.76 % | 0.16 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 1 |
Median incremental investment | $717.59 | $7,234.78 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,128.40 | $32,054.40 |
Average age group | > 35 | < 26 |
Pros and Cons
RARI | DGVA | |
|---|---|---|
Pros |
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Cons |
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RARI | DGVA |
|---|---|
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 |