Compare AU
Compare RARI vs. MSTR
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 Morningstar International Shares Active ETF (Managed Fund) (MSTR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | MSTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 31 | 1 |
Median incremental investment | $765.00 | $505.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,892.54 | $2,181.76 |
Average age group | > 35 | > 35 |
Key Summary
RARI | MSTR | |
|---|---|---|
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. | MSTR.AX was created on 2013-07-01 by Morningstar. The fund's investment portfolio concentrates primarily on total market equity. To achieve meaningful capital growth over the medium-to-long term, while minimising the risk of permanent capital loss, by providing exposure to listed international shares |
Top 3 holdings | Commonwealth Bank of Australia (11.56 %) Westpac Banking Corp (5.31 %) National Australia Bank Ltd (5.17 %) | Chunghwa Telecom Co Ltd (2.97 %) Illinois Tool Works Inc (2.36 %) Visa Inc Class A (2.03 %) |
Top 3 industries | Financials (63.82 %) Health Care (11.16 %) Consumer Discretionary (7.93 %) | Industrials (29.41 %) Communication Services (23.57 %) Information Technology (21.36 %) |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | United States (57.24 %) Japan (10.25 %) Taiwan (5.63 %) |
Management fee | 0.45 % | 0.39 % |
Key Summary
RARI | MSTR | |
|---|---|---|
Issuer | Russell | Morningstar |
Tracking index | Russell Australia ESG High Dividend Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.39 % |
Price | $29.80 | $9.78 |
Size | $407.398 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.76 % | 7.65 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 12/11/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | MSTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 31 | 1 |
Median incremental investment | $765.00 | $505.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,892.54 | $2,181.76 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | MSTR | |
|---|---|---|
Pros |
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Cons |
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RARI | MSTR |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |