Compare AU

Compare RARI vs. JZRO

Compare shares and ETFs on the ASX that you can trade on Pearler.

Russell Investments Australian Responsible Investment ETF

ASX

Buy

Buy

Overview
Performance

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 Janus Henderson Net Zero Transition Active ETF (JZRO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

RARI

JZRO

Popularity

Low

N/A

Pearlers invested

28

0

Median incremental investment

$779.65

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,889.01

$0

Average age group

> 35

N/A


Key Summary

RARI

JZRO

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 406.73m 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.

JZRO.AX was created on 2022-03-09 by Janus Henderson. The fund's investment portfolio concentrates primarily on theme equity. The Fund seeks to achieve a total return after fees that exceeds the total return of the Benchmark over rolling 5 year periods.

Top 3 holdings

Commonwealth Bank of Australia (11.11 %)

CSL Ltd (5.51 %)

National Australia Bank Ltd (5.35 %)

Wheaton Precious Metals Corp (5.64 %)

Cameco Corp (4.33 %)

Linde PLC (4.11 %)

Top 3 industries

Financials (63.34 %)

Health Care (11.95 %)

Consumer Discretionary (7.30 %)

Materials (80.11 %)

Utilities (11.16 %)

Energy (10.93 %)

Top 3 countries

Australia (98.76 %)

New Zealand (1.24 %)

Canada (41.39 %)

United States (27.57 %)

Australia (7.16 %)

Management fee

0.45 %

0.85 %


Key Summary

RARI

JZRO

Issuer

Russell

Janus Henderson

Tracking index

Russell Australia ESG High Dividend Index - AUD

S&P Global Natural Resources

Asset class

ETF

ETF

Management fee

0.45 %

0.85 %

Price

$29.33

$28.31

Size

$404.309 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.89 %

1.38 %

Market

ASX

ASX

First listed date

08/04/2015

29/03/2022

Purchase fee

$6.50

$6.50


Community Stats

RARI

JZRO

Popularity

Low

N/A

Pearlers invested

28

0

Median incremental investment

$779.65

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,889.01

$0

Average age group

> 35

N/A


Pros and Cons

RARI

JZRO

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

RARI

JZRO

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

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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