Compare AU
Compare RARI vs. VVLU
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 Value Equity Active ETF (VVLU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | VVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 29 | 43 |
Median incremental investment | $779.65 | $2,025.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,861.40 | $10,693.44 |
Average age group | > 35 | > 35 |
Key Summary
RARI | VVLU | |
|---|---|---|
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. | VVLU.AX was created on 2018-04-13 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard Global Value Equity Active ETF (Managed Fund) seeks to provide long term capital appreciation through an active management approach that invests in global equity securities demonstrating value characteristics |
Top 3 holdings | Commonwealth Bank of Australia (11.54 %) Westpac Banking Corp (5.34 %) CSL Ltd (5.30 %) | Comcast Corp. Class A (0.72 %) Verizon Communications Inc. (0.62 %) General Motors Co. (0.59 %) |
Top 3 industries | Financials (63.77 %) Health Care (11.34 %) Consumer Discretionary (7.64 %) | Financials (30.07 %) Energy (14.49 %) Industrials (11.98 %) |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | United States (68.77 %) Japan (6.48 %) United Kingdom of Great Britain and Northern Ireland (4.51 %) |
Management fee | 0.45 % | 0.28 % |
Key Summary
RARI | VVLU | |
|---|---|---|
Issuer | Russell | Vanguard |
Tracking index | Russell Australia ESG High Dividend Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.28 % |
Price | $30.12 | $75.84 |
Size | $410.946 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.89 % | 3.84 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 17/04/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | VVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 29 | 43 |
Median incremental investment | $779.65 | $2,025.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,861.40 | $10,693.44 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | VVLU | |
|---|---|---|
Pros |
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Cons |
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RARI | VVLU |
|---|---|
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 |