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Compare AU
Compare RARI vs. WVOL
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 MSCI World Ex Aust Minimum Volatility ETF (WVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 41 | 5 |
Median incremental investment | $722.07 | $3,504.92 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,962.88 | $4,982.17 |
Average age group | > 35 | > 35 |
Key Summary
RARI | WVOL | |
|---|---|---|
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. | WVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 80.5m in AUM and 395 holdings. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | Commonwealth Bank of Australia (12.65 %) National Australia Bank Ltd (4.97 %) CSL Ltd (4.70 %) | T MOBILE US INC (1.44 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.05 %) |
Top 3 industries | Financials (63.84 %) Health Care (10.19 %) Consumer Discretionary (8.53 %) | Information Technology (20.44 %) Health Care (14.89 %) Consumer Staples (10.76 %) |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) |
Management fee | 0.45 % | 0.3 % |
Key Summary
RARI | WVOL | |
|---|---|---|
Issuer | Russell | iShares |
Tracking index | Russell Australia ESG High Dividend Index - AUD | MSCI World Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.3 % |
Price | $30.73 | $43.09 |
Size | $462.853 million | $81.030 million |
10Y return | 30.21 % | N/A |
Annual distribution yield (5Y) | 3.85 % | 2.64 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 41 | 5 |
Median incremental investment | $722.07 | $3,504.92 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,962.88 | $4,982.17 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | WVOL | |
|---|---|---|
Pros |
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Cons |
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RARI | WVOL |
|---|---|
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 |