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Compare RARI vs. JRHG
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 Jpmorgan Global Research En In Eqty (H) Active ETF (JRHG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | JRHG | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 43 | 0 |
Median incremental investment | $765.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,097.12 | $0 |
Average age group | > 35 | N/A |
Key Summary
RARI | JRHG | |
|---|---|---|
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 461.92m in AUM and 101 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. | JRHG.AX was created on 2023-11-16 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. |
Top 3 holdings | Commonwealth Bank of Australia (11.93 %) CSL Ltd (5.25 %) National Australia Bank Ltd (4.82 %) | Microsoft Corp (4.85 %) NVIDIA Corp (4.84 %) Apple Inc (4.13 %) |
Top 3 industries | Financials (61.81 %) Health Care (11.72 %) Consumer Discretionary (8.60 %) | Information Technology (55.39 %) Consumer Discretionary (15.31 %) Communication Services (12.99 %) |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | |
Management fee | 0.45 % | 0.3 % |
Key Summary
RARI | JRHG | |
|---|---|---|
Issuer | Russell | JPMorgan |
Tracking index | Russell Australia ESG High Dividend Index - AUD | MSCI World ex Australia - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.3 % |
Price | $31.13 | $67.44 |
Size | $450.551 million | N/A |
10Y return | 31.91 % | N/A |
Annual distribution yield (5Y) | 3.66 % | 0.98 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 15/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | JRHG | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 43 | 0 |
Median incremental investment | $765.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,097.12 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
RARI | JRHG | |
|---|---|---|
Pros |
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Cons |
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RARI | JRHG |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |