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Compare RARI vs. S3GO
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 Firetrail S3 Global Opps Fund - Active ETF (S3GO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | S3GO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 58 | 5 |
Median incremental investment | $900.00 | $241.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,503.74 | $2,280.00 |
Average age group | > 35 | > 35 |
Key Summary
RARI | S3GO | |
|---|---|---|
Strategy | RARI.AX was created on 2015-04-01 by Russell. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 469.71m in AUM and 97 holdings. 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. | S3GO.AX was created on 2021-11-03 by Firetraill. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the MSCI World Net Total Return Index over the long term (after fees). |
Top 3 holdings | Commonwealth Bank of Australia (12.63 %) National Australia Bank Ltd (6.67 %) Westpac Banking Corp (6.04 %) | NVIDIA Corp (7.22 %) Apple Inc (5.31 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (5.30 %) |
Top 3 industries | Financials (61.74 %) Health Care (11.46 %) Consumer Discretionary (9.08 %) | Information Technology (25.44 %) Financials (21.39 %) Industrials (17.29 %) |
Top 3 countries | Australia (100.00 %) | United States (74.80 %) Taiwan (5.44 %) France (3.99 %) |
Management fee | 0.45 % | 0.72 % |
Key Summary
RARI | S3GO | |
|---|---|---|
Issuer | Russell | Firetraill |
Tracking index | Russell Australia ESG High Dividend Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.72 % |
Price | $29.63 | $6.00 |
Size | $453.022 million | N/A |
10Y return | 30.41 % | N/A |
Annual distribution yield (5Y) | 3.70 % | 6.32 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 10/10/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | S3GO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 58 | 5 |
Median incremental investment | $900.00 | $241.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,503.74 | $2,280.00 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | S3GO | |
|---|---|---|
Pros |
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Cons |
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RARI | S3GO |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |