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Compare AU
Compare RARI vs. VHY
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 Australian Shares High Yield ETF (VHY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | VHY | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 41 | 1,759 |
Median incremental investment | $722.07 | $1,008.56 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,962.88 | $2,356.00 |
Average age group | > 35 | > 35 |
Key Summary
RARI | VHY | |
|---|---|---|
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. | VHY.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on high dividend yield equity. Vanguard Australian Shares High Yield ETF seeks to track the return of the FTSE Australia High Dividend Yield Index before taking into account fees, expenses and tax. |
Top 3 holdings | Commonwealth Bank of Australia (12.65 %) National Australia Bank Ltd (4.97 %) CSL Ltd (4.70 %) | BHP Group Ltd. (10.26 %) Commonwealth Bank of Australia (9.79 %) National Australia Bank Ltd. (6.83 %) |
Top 3 industries | Financials (63.84 %) Health Care (10.19 %) Consumer Discretionary (8.53 %) | Financials (40.37 %) Materials (23.34 %) Energy (10.73 %) |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | Australia (99.89 %) China (0.11 %) |
Management fee | 0.45 % | 0.25 % |
Key Summary
RARI | VHY | |
|---|---|---|
Issuer | Russell | Vanguard |
Tracking index | Russell Australia ESG High Dividend Index - AUD | FTSE Australia High Dividend Yield Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.25 % |
Price | $30.73 | $74.50 |
Size | $462.853 million | N/A |
10Y return | 30.21 % | 19.20 % |
Annual distribution yield (5Y) | 3.85 % | 5.36 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 26/05/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | VHY | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 41 | 1,759 |
Median incremental investment | $722.07 | $1,008.56 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,962.88 | $2,356.00 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | VHY | |
|---|---|---|
Pros |
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Cons |
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RARI | VHY |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |