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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 Eqy Yield Max Complex ETF (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 | 57 | 84 |
Median incremental investment | $946.75 | $1,040.68 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,492.28 | $3,619.22 |
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 444.11m in AUM and 95 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. The ETF currently has 658.17m in AUM and 20 holdings. 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 (11.83 %) Westpac Banking Corp (5.71 %) National Australia Bank Ltd (5.23 %) | ALLE AU 05/21/26 C51.01 (0 %) ANZE AU 05/21/26 C39.51 (0 %) AS51 05/21/26 C9150 (0 %) |
Top 3 industries | Financials (61.74 %) Health Care (11.46 %) Consumer Discretionary (9.08 %) | Financials (44.88 %) Materials (16.70 %) Consumer Discretionary (8.57 %) |
Top 3 countries | Australia (100.00 %) | Australia (100.00 %) |
Management fee | 0.0045 % | 0.0076 % |
Key Summary
RARI | YMAX | |
|---|---|---|
Issuer | Russell | BetaShares |
Tracking index | Russell Australia ESG High Dividend Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.0045 % | 0.0076 % |
Price | $29.67 | $7.47 |
Size | $442.740 million | $656.138 million |
10Y return | 30.07 % | -17.46 % |
Annual distribution yield (5Y) | 3.70 % | 7.78 % |
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 | 57 | 84 |
Median incremental investment | $946.75 | $1,040.68 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,492.28 | $3,619.22 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | YMAX | |
|---|---|---|
Pros |
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Cons |
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RARI | YMAX |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |