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Compare AU
Compare RARI vs. IWLD
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 iShares Core MSCI World Ex Australia Esg ETF (IWLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | IWLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 57 | 256 |
Median incremental investment | $865.25 | $1,585.60 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,587.20 | $4,538.58 |
Average age group | > 35 | > 35 |
Key Summary
RARI | IWLD | |
|---|---|---|
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. | The IWLD ETF seeks to track the performance of the MSCI World ex-Australia Custom ESG Leaders Index before considering any fees, expenses, and taxes. |
Top 3 holdings | Commonwealth Bank of Australia (10.41 %) National Australia Bank Ltd (5.67 %) Westpac Banking Corp (5.47 %) | NVIDIA CORP (10.89 %) MICROSOFT CORP (9.08 %) ALPHABET INC CLASS A (2.97 %) |
Top 3 industries | Financials (61.74 %) Health Care (11.46 %) Consumer Discretionary (9.08 %) | Information Technology (31.91 %) Financials (15.96 %) Industrials (10.92 %) |
Top 3 countries | Australia (100.00 %) | United States (73.71 %) Japan (6.26 %) Canada (3.34 %) |
Management fee | 0.45 % | 0.09 % |
Key Summary
RARI | IWLD | |
|---|---|---|
Issuer | Russell | iShares |
Tracking index | Russell Australia ESG High Dividend Index - AUD | MSCI World Ex Australia Custom ESG Leaders Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.09 % |
Price | $30.70 | $67.74 |
Size | $461.521 million | $1.548 billion |
10Y return | 42.79 % | N/A |
Annual distribution yield (5Y) | 3.70 % | 4.18 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 28/04/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | IWLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 57 | 256 |
Median incremental investment | $865.25 | $1,585.60 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,587.20 | $4,538.58 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | IWLD | |
|---|---|---|
Pros |
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Cons |
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RARI | IWLD |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |