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Compare RARI vs. GOAT
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 VanEck Morningstar International Wide Moat ETF (GOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 57 | 52 |
Median incremental investment | $865.25 | $701.82 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,587.20 | $2,739.76 |
Average age group | > 35 | > 35 |
Key Summary
RARI | GOAT | |
|---|---|---|
Strategy | RARI.AX was created on 2015-04-01 by Russell. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 457.93m in AUM and 96 holdings. 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. | GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 62.08m in AUM and 67 holdings. Each Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. Each Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis. |
Top 3 holdings | Commonwealth Bank of Australia (10.41 %) National Australia Bank Ltd (5.67 %) Westpac Banking Corp (5.47 %) | Elekta AB Class B (2.40 %) Novo Nordisk AS Class B (2.33 %) Roche Holding AG (2.24 %) |
Top 3 industries | Financials (61.74 %) Health Care (11.46 %) Consumer Discretionary (9.08 %) | Consumer Discretionary (29.90 %) Other (20.97 %) Consumer Staples (20.74 %) |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) |
Management fee | 0.45 % | 0.55 % |
Key Summary
RARI | GOAT | |
|---|---|---|
Issuer | Russell | VanEck |
Tracking index | Russell Australia ESG High Dividend Index - AUD | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.55 % |
Price | $30.70 | $29.78 |
Size | $461.521 million | $66.446 million |
10Y return | 42.79 % | N/A |
Annual distribution yield (5Y) | 3.70 % | 3.84 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 57 | 52 |
Median incremental investment | $865.25 | $701.82 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,587.20 | $2,739.76 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | GOAT | |
|---|---|---|
Pros |
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Cons |
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RARI | GOAT |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |