Back
Compare AU
Compare RARI vs. LEVR
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 First Sentier Geared Australian Share Complex ETF (LEVR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | LEVR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 57 | 2 |
Median incremental investment | $865.25 | $3,056.34 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,578.80 | $2,707.16 |
Average age group | > 35 | 26 - 35 |
Key Summary
RARI | LEVR | |
|---|---|---|
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. | LEVR.AX was created on 2023-09-25 by First Sentier. The fund's investment portfolio concentrates primarily on large cap equity. To magnify long-term returns from capital growth by borrowing to invest in large Australian companies. The Fund aims to outperform the S&P/ASX 100 Accumulation Index over rolling seven-year periods before fees and taxes. |
Top 3 holdings | Commonwealth Bank of Australia (10.48 %) National Australia Bank Ltd (5.78 %) Westpac Banking Corp (5.51 %) | Commonwealth Bank of Australia (10.51 %) BHP Group Ltd (10.35 %) National Australia Bank Ltd (8.02 %) |
Top 3 industries | Financials (61.74 %) Health Care (11.46 %) Consumer Discretionary (9.08 %) | Financials (44.89 %) Materials (16.30 %) Health Care (11.85 %) |
Top 3 countries | Australia (100.00 %) | Australia (94.34 %) United States (5.66 %) |
Management fee | 0.45 % | 0 % |
Key Summary
RARI | LEVR | |
|---|---|---|
Issuer | Russell | First Sentier |
Tracking index | Russell Australia ESG High Dividend Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0 % |
Price | $30.70 | $1.485 |
Size | $458.918 million | N/A |
10Y return | 42.79 % | N/A |
Annual distribution yield (5Y) | 3.70 % | 2.74 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 14/05/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | LEVR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 57 | 2 |
Median incremental investment | $865.25 | $3,056.34 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,578.80 | $2,707.16 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
RARI | LEVR | |
|---|---|---|
Pros |
|
|
Cons |
|
|
RARI | LEVR |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |