Compare AU
Compare RARI vs. IXI
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 Global Consumer Staples ETF (IXI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | IXI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 31 | 37 |
Median incremental investment | $765.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,892.54 | $3,050.71 |
Average age group | > 35 | > 35 |
Key Summary
RARI | IXI | |
|---|---|---|
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 410.43m in AUM and 84 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. | IXI.AX was created on 2006-09-12 by iShares. The fund's investment portfolio concentrates primarily on consumer staples equity. The fund aims to provide investors with the performance of the S&P Global 1200 Consumer Staples Sector Index, before fees and expenses. The index is designed to measure the performance of global consumer staples companies and may include large-, mid- or smallcapitalisation stocks. |
Top 3 holdings | Commonwealth Bank of Australia (11.56 %) Westpac Banking Corp (5.31 %) National Australia Bank Ltd (5.17 %) | ISHARES GLOBAL CONSUMER STAPLES ET (99.92 %) USD CASH (0.05 %) AUD CASH (0.03 %) |
Top 3 industries | Financials (63.82 %) Health Care (11.16 %) Consumer Discretionary (7.93 %) | Other (99.92 %) Communication Services (0.08 %) |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | United States (62.00 %) United Kingdom of Great Britain and Northern Ireland (12.09 %) Japan (5.56 %) |
Management fee | 0.45 % | 0.4 % |
Key Summary
RARI | IXI | |
|---|---|---|
Issuer | Russell | iShares |
Tracking index | Russell Australia ESG High Dividend Index - AUD | S&P Global 1200 / Consumer Staples -SEC |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.4 % |
Price | $29.80 | $97.26 |
Size | $407.398 million | $139.485 million |
10Y return | N/A | 65.14 % |
Annual distribution yield (5Y) | 4.76 % | 2.23 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 11/03/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | IXI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 31 | 37 |
Median incremental investment | $765.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,892.54 | $3,050.71 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | IXI | |
|---|---|---|
Pros |
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Cons |
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RARI | IXI |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |