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Compare AU
Compare RARI vs. WRLD
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 Betashares Managed Risk Global Shares Complex ETF (WRLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | WRLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 59 | 8 |
Median incremental investment | $900.00 | $558.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,546.04 | $2,577.38 |
Average age group | > 35 | > 35 |
Key Summary
RARI | WRLD | |
|---|---|---|
Strategy | RARI.AX was created on 2015-04-01 by Russell. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 469.71m in AUM and 97 holdings. 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. | WRLD.AX was created on 2015-12-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide exposure to a broadly diversified portfolio of global shares, whilereducing the volatility of the equity investment returns and defending against losses in decliningmarkets. |
Top 3 holdings | Commonwealth Bank of Australia (12.46 %) National Australia Bank Ltd (6.65 %) Westpac Banking Corp (6.06 %) | MSCI WORLD INDEX MAR26 (0 %) NVIDIA CORP (5.32 %) APPLE INC (4.70 %) |
Top 3 industries | Financials (61.74 %) Health Care (11.46 %) Consumer Discretionary (9.08 %) | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) |
Top 3 countries | Australia (100.00 %) | United States (72.60 %) Japan (6.38 %) United Kingdom of Great Britain and Northern Ireland (3.60 %) |
Management fee | 0.45 % | 0.54 % |
Key Summary
RARI | WRLD | |
|---|---|---|
Issuer | Russell | BetaShares |
Tracking index | Russell Australia ESG High Dividend Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.54 % |
Price | $30.31 | $21.75 |
Size | $448.169 million | $47.153 million |
10Y return | 34.41 % | 123.31 % |
Annual distribution yield (5Y) | 3.70 % | 1.68 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 21/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | WRLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 59 | 8 |
Median incremental investment | $900.00 | $558.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,546.04 | $2,577.38 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | WRLD | |
|---|---|---|
Pros |
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Cons |
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RARI | WRLD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |