Compare AU
Compare RARI vs. UYLD
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 Global X S&P 500 Covered Call ETF (UYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | UYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 28 | 5 |
Median incremental investment | $779.65 | $1,865.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,898.86 | $2,212.20 |
Average age group | > 35 | > 35 |
Key Summary
RARI | UYLD | |
|---|---|---|
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. | UYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the Cboe S&P 500 BuyWrite Index. |
Top 3 holdings | Commonwealth Bank of Australia (11.58 %) CSL Ltd (5.36 %) Westpac Banking Corp (5.32 %) | Apple Inc (7.54 %) NVIDIA Corp (6.90 %) Microsoft Corp (6.72 %) |
Top 3 industries | Financials (63.24 %) Health Care (11.48 %) Consumer Discretionary (7.79 %) | Information Technology (59.90 %) Consumer Discretionary (17.88 %) Communication Services (13.00 %) |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | United States (99.39 %) Switzerland (0.28 %) Netherlands (0.13 %) |
Management fee | 0.45 % | 0.6 % |
Key Summary
RARI | UYLD | |
|---|---|---|
Issuer | Russell | Global X |
Tracking index | Russell Australia ESG High Dividend Index - AUD | CBOE S&P 500 BuyWrite Index |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.6 % |
Price | $29.43 | $12.29 |
Size | $420.402 million | $6.466 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.89 % | 2.85 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | UYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 28 | 5 |
Median incremental investment | $779.65 | $1,865.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,898.86 | $2,212.20 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | UYLD | |
|---|---|---|
Pros |
|
|
Cons |
|
|
RARI | UYLD |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |