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Compare AU
Compare RARI vs. RBTZ
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 Global Robotics and Artificial Intelligence ETF (RBTZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | RBTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 445 |
Median incremental investment | $713.10 | $765.91 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,120.92 | $1,458.41 |
Average age group | > 35 | > 35 |
Key Summary
RARI | RBTZ | |
|---|---|---|
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. | RBTZ.AX was created on 2018-09-12 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. RBTZ.AX aims to track the performance of an index (before fees and expenses) that includes global companies involved in the production or use of robotics and artificial intelligence (A.l.) products and services. |
Top 3 holdings | Commonwealth Bank of Australia (11.95 %) CSL Ltd (4.81 %) National Australia Bank Ltd (4.80 %) | NVIDIA CORP (10.46 %) ABB LTD (8.49 %) KEYENCE CORP (7.97 %) |
Top 3 industries | Financials (62.84 %) Health Care (10.43 %) Consumer Discretionary (8.82 %) | Other (57.23 %) Information Technology (25.59 %) Health Care (8.90 %) |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | United States (47.60 %) Japan (30.01 %) Switzerland (11.60 %) |
Management fee | 0.45 % | 0.57 % |
Key Summary
RARI | RBTZ | |
|---|---|---|
Issuer | Russell | BetaShares |
Tracking index | Russell Australia ESG High Dividend Index - AUD | Indxx Global Robotics & Artificial Intelligence Thematic Index |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.57 % |
Price | $31.19 | $13.70 |
Size | $464.721 million | $280.512 million |
10Y return | 27.00 % | N/A |
Annual distribution yield (5Y) | 4.76 % | 2.81 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 14/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | RBTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 445 |
Median incremental investment | $713.10 | $765.91 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,120.92 | $1,458.41 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | RBTZ | |
|---|---|---|
Pros |
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Cons |
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RARI | RBTZ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |