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Compare AU
Compare RARI vs. VGAD
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 MSCI Index International Shares (Hedged) ETF (VGAD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | VGAD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 40 | 525 |
Median incremental investment | $717.59 | $2,032.72 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,026.70 | $8,998.86 |
Average age group | > 35 | > 35 |
Key Summary
RARI | VGAD | |
|---|---|---|
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. | The aim of Vanguard MSCI Index International Shares (Hedged) ETF is to track the return of the MSCI World ex-Australia (with net dividends reinvested) before considering fees, expenses, and tax. It also seeks to reduce the impact of foreign exchange fluctuations on the fund's performance by hedging it to the Australian dollar. |
Top 3 holdings | Commonwealth Bank of Australia (12.65 %) National Australia Bank Ltd (4.97 %) CSL Ltd (4.70 %) | Apple Inc. (5.41 %) Microsoft Corp. (4.14 %) Amazon.com Inc. (2.15 %) |
Top 3 industries | Financials (62.92 %) Health Care (10.30 %) Consumer Discretionary (8.75 %) | Information Technology (22.51 %) Financials (13.70 %) Health Care (12.53 %) |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | United States (72.94 %) Japan (5.73 %) United Kingdom of Great Britain and Northern Ireland (3.77 %) |
Management fee | 0.45 % | 0.21 % |
Key Summary
RARI | VGAD | |
|---|---|---|
Issuer | Russell | Vanguard |
Tracking index | Russell Australia ESG High Dividend Index - AUD | MSCI World ex Australia - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.21 % |
Price | $30.90 | $108.00 |
Size | $458.492 million | N/A |
10Y return | 25.81 % | 95.76 % |
Annual distribution yield (5Y) | 4.76 % | 3.46 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 20/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | VGAD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 40 | 525 |
Median incremental investment | $717.59 | $2,032.72 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,026.70 | $8,998.86 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | VGAD | |
|---|---|---|
Pros |
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Cons |
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RARI | VGAD |
|---|---|
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 |