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Compare RARI vs. WDMF
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 iShares World Equity Factor ETF (WDMF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | WDMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 42 | 3 |
Median incremental investment | $725.75 | $5,999.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,036.10 | $12,166.88 |
Average age group | > 35 | 26 - 35 |
Key Summary
RARI | WDMF | |
|---|---|---|
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. | WDMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 169.63m in AUM and 449 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. |
Top 3 holdings | Commonwealth Bank of Australia (12.65 %) National Australia Bank Ltd (4.97 %) CSL Ltd (4.70 %) | APPLE INC (5.02 %) NVIDIA CORP (4.24 %) MICROSOFT CORP (4.12 %) |
Top 3 industries | Financials (63.37 %) Health Care (10.45 %) Consumer Discretionary (8.60 %) | Information Technology (25.61 %) Financials (16.29 %) Consumer Discretionary (13.05 %) |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | United States (68.87 %) Japan (7.42 %) Canada (2.86 %) |
Management fee | 0.45 % | 0.35 % |
Key Summary
RARI | WDMF | |
|---|---|---|
Issuer | Russell | iShares |
Tracking index | Russell Australia ESG High Dividend Index - AUD | MSCI World Diversified Multiple-Factor (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.35 % |
Price | $30.85 | $48.76 |
Size | $448.211 million | $167.336 million |
10Y return | 30.72 % | N/A |
Annual distribution yield (5Y) | 3.66 % | 4.98 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | WDMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 42 | 3 |
Median incremental investment | $725.75 | $5,999.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,036.10 | $12,166.88 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
RARI | WDMF | |
|---|---|---|
Pros |
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Cons |
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RARI | WDMF |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |