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Compare RARI vs. QFN
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 Financials Sector ETF (QFN). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | QFN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 26 |
Median incremental investment | $717.59 | $709.17 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,128.40 | $3,303.75 |
Average age group | > 35 | > 35 |
Key Summary
RARI | QFN | |
|---|---|---|
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. | QFN.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. QFN.AX aims to track the performance of an index (before fees and expenses) comprising the largest ASX-listed companies in the financial sector, including the ‘Big 4’ banks and insurance companies but excluding Real Estate Investment Trusts. |
Top 3 holdings | Commonwealth Bank of Australia (11.95 %) CSL Ltd (4.81 %) National Australia Bank Ltd (4.80 %) | S&P/ASX200 F-REIT JUN25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (33.10 %) NATIONAL AUSTRALIA BANK LTD (13.21 %) |
Top 3 industries | Financials (62.84 %) Health Care (10.43 %) Consumer Discretionary (8.82 %) | Financials (95.73 %) Other (4.27 %) Communication Services (2.56 %) |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | Australia (99.69 %) United States (0.31 %) |
Management fee | 0.45 % | 0.34 % |
Key Summary
RARI | QFN | |
|---|---|---|
Issuer | Russell | BetaShares |
Tracking index | Russell Australia ESG High Dividend Index - AUD | Solactive Australia Financials Ex-REITs Sector Index |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.34 % |
Price | $31.30 | $17.62 |
Size | $460.824 million | $106.961 million |
10Y return | 27.44 % | 52.29 % |
Annual distribution yield (5Y) | 4.76 % | 4.79 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 15/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | QFN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 26 |
Median incremental investment | $717.59 | $709.17 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,128.40 | $3,303.75 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | QFN | |
|---|---|---|
Pros |
| |
Cons |
|
RARI | QFN |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |