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Compare RARI vs. R3AL
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 Clearbridge Real Income Fund - Active ETF (R3AL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 56 | 0 |
Median incremental investment | $865.25 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,387.95 | $0 |
Average age group | > 35 | N/A |
Key Summary
RARI | R3AL | |
|---|---|---|
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. | R3AL.AX was created on 2010-11-17 by Martin Currie. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 443.22m in AUM and 35 holdings. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index yield and to grow this income above the rate of Inflation. |
Top 3 holdings | Commonwealth Bank of Australia (10.72 %) National Australia Bank Ltd (5.05 %) Westpac Banking Corp (5.05 %) | Aurizon Holdings Ltd (7.09 %) Scentre Group (6.93 %) Transurban Group (6.37 %) |
Top 3 industries | Financials (61.74 %) Health Care (11.46 %) Consumer Discretionary (9.08 %) | Real Estate (61.04 %) Industrials (20.02 %) Utilities (10.96 %) |
Top 3 countries | Australia (100.00 %) | Australia (70.99 %) New Zealand (10.25 %) United States (7.21 %) |
Management fee | 0.45 % | 0 % |
Key Summary
RARI | R3AL | |
|---|---|---|
Issuer | Russell | Martin Currie |
Tracking index | Russell Australia ESG High Dividend Index - AUD | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0 % |
Price | $29.30 | $1.515 |
Size | $421.241 million | $432.748 million |
10Y return | 25.86 % | N/A |
Annual distribution yield (5Y) | 4.01 % | 4.60 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 27/01/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 56 | 0 |
Median incremental investment | $865.25 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,387.95 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
RARI | R3AL | |
|---|---|---|
Pros |
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Cons |
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RARI | R3AL |
|---|---|
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 |