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Compare AU
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 Martin Currie 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 | 39 | 0 |
Median incremental investment | $713.10 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,120.92 | $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 2025-01-28 by Martin Currie. The fund's investment portfolio concentrates primarily on total market equity. 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 (11.95 %) CSL Ltd (4.81 %) National Australia Bank Ltd (4.80 %) | Scentre Group (6.39 %) Digital Realty Trust Inc (5.67 %) APA Group (5.43 %) |
Top 3 industries | Financials (62.84 %) Health Care (10.43 %) Consumer Discretionary (8.82 %) | |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | |
Management fee | 0.45 % | 0 % |
Key Summary
RARI | R3AL | |
|---|---|---|
Issuer | Russell | Martin Currie |
Tracking index | Russell Australia ESG High Dividend Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0 % |
Price | $31.19 | $1.645 |
Size | $464.721 million | N/A |
10Y return | 27.00 % | N/A |
Annual distribution yield (5Y) | 4.76 % | 0.17 % |
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 | 39 | 0 |
Median incremental investment | $713.10 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,120.92 | $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 |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |