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Compare AU
Compare RARI vs. FCAP
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 Fidelity Global Future Leaders Active ETF (FCAP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | FCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 54 | 15 |
Median incremental investment | $900.00 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,577.12 | $2,980.96 |
Average age group | > 35 | > 35 |
Key Summary
RARI | FCAP | |
|---|---|---|
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. | FCAP.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on extended market equity. To achieve returns in excess of the benchmark (MSCIWorld Mid Cap Index NR) over the medium to long term. |
Top 3 holdings | Commonwealth Bank of Australia (10.91 %) National Australia Bank Ltd (5.82 %) Westpac Banking Corp (5.50 %) | CBRE Group Inc Class A (3.36 %) AppLovin Corp Ordinary Shares - Class A (3.25 %) Expedia Group Inc (2.87 %) |
Top 3 industries | Financials (61.74 %) Health Care (11.46 %) Consumer Discretionary (9.08 %) | Information Technology (34.74 %) Communication Services (23.76 %) Other (20.09 %) |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | |
Management fee | 0.45 % | 1.1 % |
Key Summary
RARI | FCAP | |
|---|---|---|
Issuer | Russell | Fidelity |
Tracking index | Russell Australia ESG High Dividend Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 1.1 % |
Price | $30.68 | $12.00 |
Size | $456.904 million | $8.610 million |
10Y return | 30.44 % | N/A |
Annual distribution yield (5Y) | 3.72 % | 3.86 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 30/05/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | FCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 54 | 15 |
Median incremental investment | $900.00 | $993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,577.12 | $2,980.96 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | FCAP | |
|---|---|---|
Pros |
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Cons |
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RARI | FCAP |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |