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Compare RARI vs. DJRE
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 SPDR Dow Jones Global Real Estate Esg Tilted ETF (DJRE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | DJRE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 121 |
Median incremental investment | $717.59 | $1,048.71 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,145.40 | $3,956.68 |
Average age group | > 35 | > 35 |
Key Summary
RARI | DJRE | |
|---|---|---|
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. | DJRE.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on real estate equity. The SPDR Dow Jones Global Real Estate ESG Tilted ETF seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select ESG Tilted Real Estate Securities Index. |
Top 3 holdings | Commonwealth Bank of Australia (11.95 %) CSL Ltd (4.81 %) National Australia Bank Ltd (4.80 %) | Prologis Inc (7.53 %) Equinix Inc (6.09 %) Welltower Inc (5.84 %) |
Top 3 industries | Financials (62.85 %) Health Care (10.66 %) Consumer Discretionary (8.78 %) | Real Estate (100.00 %) Other (5.20 %) |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | United States (73.60 %) Japan (8.31 %) United Kingdom of Great Britain and Northern Ireland (3.22 %) |
Management fee | 0.45 % | 0.22 % |
Key Summary
RARI | DJRE | |
|---|---|---|
Issuer | Russell | SPDR |
Tracking index | Russell Australia ESG High Dividend Index - AUD | Dow Jones Global Select ESG Tilted Real Estate Securities Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.22 % |
Price | $31.50 | $21.69 |
Size | $460.824 million | $449.106 million |
10Y return | 28.26 % | 7.11 % |
Annual distribution yield (5Y) | 4.76 % | 3.58 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | DJRE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 121 |
Median incremental investment | $717.59 | $1,048.71 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,145.40 | $3,956.68 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | DJRE | |
|---|---|---|
Pros |
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Cons |
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RARI | DJRE |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |