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Compare RARI vs. USTB
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are RARI and USTB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
RARI | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 3 |
Median incremental investment | $713.10 | $750.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,127.04 | $571.64 |
Average age group | > 35 | > 35 |
Key Summary
RARI | USTB | |
|---|---|---|
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. | USTB.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. ETFS US Treasury Bond (Currency Hedged) ETF (ASX Code: USTB.AX) invests in US Treasuries across the yield curve while providing currency hedging. US Treasuries are some of the most liquid and closely followed investments in the world. |
Top 3 holdings | Commonwealth Bank of Australia (11.95 %) CSL Ltd (4.81 %) National Australia Bank Ltd (4.80 %) | Global X Us Treasury Bond (Currency Hedged) ETF (100 %) |
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 % | 0.19 % |
Key Summary
RARI | USTB | |
|---|---|---|
Issuer | Russell | Global X |
Tracking index | Russell Australia ESG High Dividend Index - AUD | iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.19 % |
Price | $31.28 | $9.22 |
Size | $464.721 million | N/A |
10Y return | 27.36 % | N/A |
Annual distribution/ dividend yield (5Y) | 4.76 % | 1.32 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 3 |
Median incremental investment | $713.10 | $750.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,127.04 | $571.64 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | USTB | |
|---|---|---|
Pros |
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Cons |
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RARI | USTB |
|---|---|
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 |