Compare AU

Compare RARI vs. SPY

Compare shares and ETFs on the ASX that you can trade on Pearler.

Russell Investments Australian Responsible Investment ETF

ASX

Buy

Buy

Overview
Performance

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 SPDR S&P 500 ETF Trust (SPY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

RARI

SPY

Popularity

Low

Low

Pearlers invested

28

202

Median incremental investment

$779.65

$1,192.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,814.15

$2,600.94

Average age group

> 35

26 - 35


Key Summary

RARI

SPY

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 406.73m in AUM and 84 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.

SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The Trust seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index (the Index).

Top 3 holdings

Commonwealth Bank of Australia (10.84 %)

CSL Ltd (5.62 %)

Westpac Banking Corp (5.34 %)

Apple Inc (7.14 %)

Microsoft Corp (6.56 %)

NVIDIA Corp (6.16 %)

Top 3 industries

Financials (63.06 %)

Health Care (12.07 %)

Consumer Discretionary (7.33 %)

Information Technology (62.32 %)

Consumer Discretionary (14.80 %)

Communication Services (13.14 %)

Top 3 countries

Australia (100.00 %)

United States (100.00 %)

Management fee

0.45 %

0.0945 %


Key Summary

RARI

SPY

Issuer

Russell

SPDR

Tracking index

Russell Australia ESG High Dividend Index - AUD

S&P 500

Asset class

ETF

ETF

Management fee

0.45 %

0.0945 %

Price

$28.84

$866.46

Size

$404.309 million

$908.914 billion

10Y return

N/A

274.20 %

Annual distribution yield (5Y)

4.89 %

1.38 %

Market

ASX

ASX

First listed date

08/04/2015

13/10/2014

Purchase fee

$6.50

$6.50


Community Stats

RARI

SPY

Popularity

Low

Low

Pearlers invested

28

202

Median incremental investment

$779.65

$1,192.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,814.15

$2,600.94

Average age group

> 35

26 - 35


Pros and Cons

RARI

SPY

Pros

  • Higher exposure to AU market

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower distribution yield

RARI

SPY

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

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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