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Compare AU
Compare RARI vs. QPON
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 Bank Senior Floating Rate Bond ETF (QPON). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | QPON | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 14 |
Median incremental investment | $717.59 | $4,056.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,128.40 | $4,545.73 |
Average age group | > 35 | > 35 |
Key Summary
RARI | QPON | |
|---|---|---|
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. | QPON.AX was created on 2017-06-01 by BetaShares. The fund's investment portfolio concentrates primarily on high yield fixed income. QPON.AX aims to track the performance of an index (before fees and expenses) that measures the performance of a portfolio of some of the largest and most liquid senior floating rate bonds issued by Australian banks. |
Top 3 holdings | Commonwealth Bank of Australia (11.95 %) CSL Ltd (4.81 %) National Australia Bank Ltd (4.80 %) | COMMONWEALTH BANK OF AUSTRALIA FRN JAN-30 (10.21 %) WESTPAC BANKING CORP FRN JAN-30 (10.00 %) COMMONWEALTH BANK OF AUSTRALIA FRN AUG-29 (9.92 %) |
Top 3 industries | Financials (62.84 %) Health Care (10.43 %) Consumer Discretionary (8.82 %) | Other (96.47 %) Communication Services (3.53 %) |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | |
Management fee | 0.45 % | 0.22 % |
Key Summary
RARI | QPON | |
|---|---|---|
Issuer | Russell | BetaShares |
Tracking index | Russell Australia ESG High Dividend Index - AUD | Solactive Australian Bank Senior Floating Rate Bond Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.22 % |
Price | $31.26 | $26.05 |
Size | $464.721 million | $1.715 billion |
10Y return | 27.28 % | N/A |
Annual distribution yield (5Y) | 4.76 % | 2.99 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 06/06/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | QPON | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 14 |
Median incremental investment | $717.59 | $4,056.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,128.40 | $4,545.73 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | QPON | |
|---|---|---|
Pros |
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Cons |
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RARI | QPON |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |