Compare AU
Compare RARI vs. YANK
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 Strong U.S. Dollar Fund (Hedge Fund) (YANK). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | YANK | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 31 | 1 |
Median incremental investment | $765.00 | $9,971.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,892.54 | $196.70 |
Average age group | > 35 | > 35 |
Key Summary
RARI | YANK | |
|---|---|---|
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 410.43m in AUM and 84 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. | YANK.AX was created on 2016-11-28 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. YANK.AX aims to provide geared exposure to changes in the value of the U.S. dollar against the Australian dollar. |
Top 3 holdings | Commonwealth Bank of Australia (11.56 %) Westpac Banking Corp (5.31 %) National Australia Bank Ltd (5.17 %) | AUDUSD CRNCY FUT MAR25 (0 %) AUD - AUSTRALIA DOLLAR (104.29 %) USD - UNITED STATES DOLLAR (-4.29 %) |
Top 3 industries | Financials (63.82 %) Health Care (11.16 %) Consumer Discretionary (7.93 %) | Other (69.81 %) Communication Services (30.19 %) |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | |
Management fee | 0.45 % | 1.38 % |
Key Summary
RARI | YANK | |
|---|---|---|
Issuer | Russell | BetaShares |
Tracking index | Russell Australia ESG High Dividend Index - AUD | Australian Dollar per U.S. Dollar |
Asset class | ETF | ETF |
Management fee | 0.45 % | 1.38 % |
Price | $29.80 | $13.80 |
Size | $407.398 million | $9.294 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.76 % | 3.86 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 24/01/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | YANK | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 31 | 1 |
Median incremental investment | $765.00 | $9,971.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,892.54 | $196.70 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | YANK | |
|---|---|---|
Pros |
| |
Cons |
|
RARI | YANK |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |