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Compare RARI vs. UTIP
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 Inflation Protected Us Trsy Bond Ch ETF (UTIP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 41 | 2 |
Median incremental investment | $722.07 | $4,192.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,977.60 | $16,101.98 |
Average age group | > 35 | > 35 |
Key Summary
RARI | UTIP | |
|---|---|---|
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. | UTIP.AX was created on 2023-09-18 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Global Inflation-Linked: U.S. TIPS Total Return Index Hedged AUD, before taking into account fees and expenses. |
Top 3 holdings | Commonwealth Bank of Australia (12.65 %) National Australia Bank Ltd (4.97 %) CSL Ltd (4.70 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 2.125% JAN-35 (4.20 %) |
Top 3 industries | Financials (62.92 %) Health Care (10.30 %) Consumer Discretionary (8.75 %) | |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | |
Management fee | 0.45 % | 0.22 % |
Key Summary
RARI | UTIP | |
|---|---|---|
Issuer | Russell | BetaShares |
Tracking index | Russell Australia ESG High Dividend Index - AUD | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.22 % |
Price | $30.90 | $25.95 |
Size | $458.492 million | $192.938 million |
10Y return | 25.81 % | N/A |
Annual distribution yield (5Y) | 3.48 % | 1.46 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 19/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 41 | 2 |
Median incremental investment | $722.07 | $4,192.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,977.60 | $16,101.98 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | UTIP | |
|---|---|---|
Pros |
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Cons |
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RARI | UTIP |
|---|---|
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 |