Compare AU

Compare RARI vs. MTUM

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, shares and ETFs are a popular choice. Two options in the ASX are RARI and MTUM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

RARI

MTUM

Popularity

Low

Low

Pearlers invested

29

2

Median incremental investment

$779.65

$512.00

Median investment frequency

Monthly

Quarterly

Median total investment

$2,861.40

$542.49

Average age group

> 35

26 - 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. 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 (11.54 %)

Westpac Banking Corp (5.34 %)

CSL Ltd (5.30 %)

BetaShares Australian Momentum ETF (100 %)

Top 3 industries

Financials (63.77 %)

Health Care (11.34 %)

Consumer Discretionary (7.64 %)

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

$30.10

$27.73

Size

$410.946 million

N/A

10Y return

N/A

N/A

Annual distribution/โ€Šdividend yield (5Y)

4.89 %

- %

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

29

2

Median incremental investment

$779.65

$512.00

Median investment frequency

Monthly

Quarterly

Median total investment

$2,861.40

$542.49

Average age group

> 35

26 - 35


Pros and Cons

RARI

MTUM

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

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

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