Back
Compare AU
Compare RARI vs. MTUM
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 Betashares Australian Momentum ETF (MTUM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 58 | 11 |
Median incremental investment | $865.25 | $813.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,561.78 | $1,741.80 |
Average age group | > 35 | > 35 |
Key Summary
RARI | MTUM | |
|---|---|---|
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. | N/A |
Top 3 holdings | Commonwealth Bank of Australia (10.56 %) National Australia Bank Ltd (5.72 %) Westpac Banking Corp (5.49 %) | SPI 200 FUTURES MAR26 (0 %) TELSTRA GROUP LTD (9.43 %) WESTPAC BANKING CORP (7.64 %) |
Top 3 industries | Financials (61.74 %) Health Care (11.46 %) Consumer Discretionary (9.08 %) | Financials (34.83 %) Consumer Discretionary (16.53 %) Industrials (14.39 %) |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | |
Management fee | 0.45 % | 0 % |
Key Summary
RARI | MTUM | |
|---|---|---|
Issuer | Russell | |
Tracking index | Russell Australia ESG High Dividend Index - AUD | |
Asset class | ETF | Stock |
Management fee | 0.45 % | 0 % |
Price | $30.80 | $29.20 |
Size | $461.521 million | N/A |
10Y return | 43.26 % | N/A |
Annual distribution yield (5Y) | 3.70 % | 1.19 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 23/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 58 | 11 |
Median incremental investment | $865.25 | $813.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,561.78 | $1,741.80 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | MTUM | |
|---|---|---|
Pros |
| |
Cons |
|
RARI | MTUM |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher price growth | Lower price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |