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Compare RARI vs. GBND
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 Betashares Global Green Bond Currency Hedged ETF (GBND). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | GBND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 59 | 23 |
Median incremental investment | $900.00 | $1,087.70 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,520.00 | $1,557.75 |
Average age group | > 35 | 26 - 35 |
Key Summary
RARI | GBND | |
|---|---|---|
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. | GBND.AX was created on 2019-11-26 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian and Global Select Sustainability Leaders Bond TR Index - AUD Hedged, before taking into account fees and expenses. |
Top 3 holdings | Commonwealth Bank of Australia (12.03 %) National Australia Bank Ltd (6.57 %) Westpac Banking Corp (5.94 %) | AUD - AUSTRALIA DOLLAR (0 %) EUR - EURO (0 %) USD - UNITED STATES DOLLAR (0 %) |
Top 3 industries | Financials (61.74 %) Health Care (11.46 %) Consumer Discretionary (9.08 %) | Other (74.40 %) Communication Services (25.60 %) |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.45 % | 0.49 % |
Key Summary
RARI | GBND | |
|---|---|---|
Issuer | Russell | BetaShares |
Tracking index | Russell Australia ESG High Dividend Index - AUD | Solactive Australian and Global Select Sustainability Leaders Bond Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.49 % |
Price | $30.00 | $20.77 |
Size | $467.374 million | $218.889 million |
10Y return | 33.04 % | N/A |
Annual distribution yield (5Y) | 3.70 % | 2.61 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 28/11/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | GBND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 59 | 23 |
Median incremental investment | $900.00 | $1,087.70 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,520.00 | $1,557.75 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
RARI | GBND | |
|---|---|---|
Pros |
| |
Cons |
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RARI | GBND |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |