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Compare AU
Compare RARI vs. VISM
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 International Small Companies Index ETF (VISM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | VISM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 273 |
Median incremental investment | $713.10 | $1,193.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,131.12 | $2,634.45 |
Average age group | > 35 | 26 - 35 |
Key Summary
RARI | VISM | |
|---|---|---|
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. | Vanguard MSCI International Small Companies Index ETF aims to track the returns and performance of the MSCI World ex-Australia Small Cap Index before considering fees, expenses, and tax. It tracks the performance of the index with dividends reinvested. |
Top 3 holdings | Commonwealth Bank of Australia (11.95 %) CSL Ltd (4.81 %) National Australia Bank Ltd (4.80 %) | Reliance Steel & Aluminum Co. (0.20 %) United Therapeutics Corp. (0.20 %) Axon Enterprise Inc. (0.19 %) |
Top 3 industries | Financials (62.84 %) Health Care (10.43 %) Consumer Discretionary (8.82 %) | Industrials (19.35 %) Financials (14.55 %) Consumer Discretionary (12.64 %) |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | United States (62.44 %) Japan (12.99 %) United Kingdom of Great Britain and Northern Ireland (5.56 %) |
Management fee | 0.45 % | 0.32 % |
Key Summary
RARI | VISM | |
|---|---|---|
Issuer | Russell | Vanguard |
Tracking index | Russell Australia ESG High Dividend Index - AUD | MSCI World ex AU Small Cap |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.32 % |
Price | $31.19 | $67.62 |
Size | $464.721 million | N/A |
10Y return | 27.00 % | N/A |
Annual distribution yield (5Y) | 4.76 % | 4.21 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 13/11/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | VISM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 273 |
Median incremental investment | $713.10 | $1,193.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,131.12 | $2,634.45 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
RARI | VISM | |
|---|---|---|
Pros |
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Cons |
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RARI | VISM |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |