Compare AU
Compare RARI vs. RDV
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 Russell Investments High Dividend Australian Shares ETF (RDV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | RDV | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 25 |
Median incremental investment | $729.42 | $553.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,060.40 | $1,546.56 |
Average age group | > 35 | > 35 |
Key Summary
RARI | RDV | |
---|---|---|
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. | RDV.AX was created on 2010-05-11 by Russell. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide a total return before costs and tax, in line with the Russell Australia High Dividend Index over the long term. |
Top 3 holdings | Commonwealth Bank of Australia (12.16 %) CSL Ltd (5.10 %) National Australia Bank Ltd (4.72 %) | Commonwealth Bank of Australia (8.07 %) BHP Group Ltd (5.61 %) Westpac Banking Corp (5.28 %) |
Top 3 industries | Financials (62.47 %) Health Care (11.47 %) Consumer Discretionary (8.57 %) | Financials (64.76 %) Materials (12.18 %) Communication Services (8.62 %) |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | Australia (99.57 %) China (0.43 %) |
Management fee | 0.45 % | 0.34 % |
Key Summary
RARI | RDV | |
---|---|---|
Issuer | Russell | Russell |
Tracking index | Russell Australia ESG High Dividend Index - AUD | Russell Australia High Dividend Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.34 % |
Price | $30.30 | $32.22 |
Size | $439.580 million | $264.570 million |
10Y return | 23.37 % | 3.04 % |
Annual distribution yield (5Y) | 4.76 % | 6.50 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 14/05/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | RDV | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 25 |
Median incremental investment | $729.42 | $553.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,060.40 | $1,546.56 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | RDV | |
---|---|---|
Pros |
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Cons |
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RARI | RDV |
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Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |