Compare AU
Compare RARI vs. YMAX
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 Aus Top 20 Equity Yield Max Fund (Managed Fund) (YMAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RARI | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 31 | 43 |
Median incremental investment | $765.00 | $1,495.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,892.54 | $3,834.54 |
Average age group | > 35 | > 35 |
Key Summary
RARI | YMAX | |
|---|---|---|
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. | YMAX.AX was created on 2012-11-22 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. YMAX.AX aims to generate attractive quarterly income and reduce the volatility of portfolio returns by implementing an equity income investment strategy over a portfolio of the 20 largest blue-chip shares listed on the ASX. YMAX.AX does not aim to track an index. |
Top 3 holdings | Commonwealth Bank of Australia (11.56 %) Westpac Banking Corp (5.31 %) National Australia Bank Ltd (5.17 %) | ANZ AU 02/20/25 C31 (0 %) ALL AU 02/20/25 C75 (0 %) AS51 02/20/25 C8500 (0 %) |
Top 3 industries | Financials (63.82 %) Health Care (11.16 %) Consumer Discretionary (7.93 %) | Financials (45.64 %) Materials (18.18 %) Health Care (8.66 %) |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | Australia (100.00 %) |
Management fee | 0.45 % | 0.76 % |
Key Summary
RARI | YMAX | |
|---|---|---|
Issuer | Russell | BetaShares |
Tracking index | Russell Australia ESG High Dividend Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.76 % |
Price | $29.82 | $7.89 |
Size | $407.398 million | $528.422 million |
10Y return | N/A | -30.05 % |
Annual distribution yield (5Y) | 4.76 % | 10.39 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 31 | 43 |
Median incremental investment | $765.00 | $1,495.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,892.54 | $3,834.54 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | YMAX | |
|---|---|---|
Pros |
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Cons |
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RARI | YMAX |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |