Compare AU
Compare RARI vs. EIGA
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 Perennial Income Generator Fund (Managed Fund) (EIGA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 28 | 62 |
Median incremental investment | $779.65 | $599.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,898.86 | $1,486.08 |
Average age group | > 35 | > 35 |
Key Summary
RARI | EIGA | |
|---|---|---|
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. | EIGA.AX was created on 2018-05-07 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to provide investors with an attractive level of tax effective income, paid via monthly distributions. The Fund aims to provide a gross yield, adjusted for applicable franking credits, above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt). |
Top 3 holdings | Commonwealth Bank of Australia (11.58 %) CSL Ltd (5.36 %) Westpac Banking Corp (5.32 %) | BHP Group Ltd (13.12 %) Commonwealth Bank of Australia (6.19 %) CSL Ltd (6.01 %) |
Top 3 industries | Financials (63.24 %) Health Care (11.48 %) Consumer Discretionary (7.79 %) | Materials (36.73 %) Financials (26.98 %) Health Care (10.75 %) |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | Australia (97.92 %) United States (2.08 %) |
Management fee | 0.45 % | 0.8 % |
Key Summary
RARI | EIGA | |
|---|---|---|
Issuer | Russell | Perennial |
Tracking index | Russell Australia ESG High Dividend Index - AUD | S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.8 % |
Price | $29.43 | $3.84 |
Size | $420.402 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.89 % | 6.44 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 07/05/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 28 | 62 |
Median incremental investment | $779.65 | $599.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,898.86 | $1,486.08 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | EIGA | |
|---|---|---|
Pros |
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Cons |
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RARI | EIGA |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |