Compare AU
Compare RARI vs. VBND
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 Vanguard Global Aggregate Bond Index (Hedged) ETF (VBND). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | VBND | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 28 | 122 |
Median incremental investment | $779.65 | $1,027.52 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,898.86 | $2,405.80 |
Average age group | > 35 | > 35 |
Key Summary
RARI | VBND | |
---|---|---|
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. | VBND.AX was created on 2017-10-10 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. Vanguard Global Aggregate Bond Index (Hedged) ETF seeks to track the return of the Bloomberg Barclays Global Aggregate Float-Adjusted and Scaled Index hedged into Australian dollars before taking into account fees, expenses and tax |
Top 3 holdings | Commonwealth Bank of Australia (11.58 %) CSL Ltd (5.36 %) Westpac Banking Corp (5.32 %) | United States Treasury Note/Bond 4.25 2024-12-31 (0.39 %) United States Treasury Note/Bond 4.5 2024-11-30 (0.37 %) Italy Buoni Poliennali Del Tesoro 3.4 2025-03-28 (0.33 %) |
Top 3 industries | Financials (63.24 %) Health Care (11.48 %) Consumer Discretionary (7.79 %) | |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | |
Management fee | 0.45 % | 0.2 % |
Key Summary
RARI | VBND | |
---|---|---|
Issuer | Russell | Vanguard |
Tracking index | Russell Australia ESG High Dividend Index - AUD | Bloomberg Barclays Global Aggregate Float Adjusted Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.2 % |
Price | $29.43 | $41.84 |
Size | $420.402 million | $4.373 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.89 % | 3.65 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 12/10/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | VBND | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 28 | 122 |
Median incremental investment | $779.65 | $1,027.52 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,898.86 | $2,405.80 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | VBND | |
---|---|---|
Pros |
|
|
Cons |
|
|
RARI | VBND |
---|---|
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 |