Compare AU

Compare US10 vs. RARI

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Us Treasury Bond 7-10Yr Ch ETF

ASX

Buy

Buy

Overview
Performance

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 BetaShares Us Treasury Bond 7-10Yr Ch ETF (US10) and the Russell Investments Australian Responsible Investment ETF (RARI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

US10

RARI

Popularity

Low

Low

Pearlers invested

3

29

Median incremental investment

$1,749.00

$779.65

Median investment frequency

Monthly

Monthly

Median total investment

$4,854.50

$2,861.40

Average age group

> 35

> 35


Key Summary

US10

RARI

Strategy

US10.AX was created on 2023-09-22 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg U.S. Treasury: 7-10 Year Total Return Index Hedged AUD, before taking into account fees and expenses.

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.

Top 3 holdings

United States Treasury Notes 4.375% (10.28 %)

United States Treasury Notes 4% (9.88 %)

United States Treasury Notes 4.5% (9.87 %)

Commonwealth Bank of Australia (11.54 %)

Westpac Banking Corp (5.34 %)

CSL Ltd (5.30 %)

Top 3 industries

Financials (63.77 %)

Health Care (11.34 %)

Consumer Discretionary (7.64 %)

Top 3 countries

Australia (98.76 %)

New Zealand (1.24 %)

Management fee

0.22 %

0.45 %


Key Summary

US10

RARI

Issuer

BetaShares

Russell

Tracking index

Bloomberg U.S. Treasury 7-10 Year Total Return Index - Hedged to AUD - AUD - Benchmark TR Net Hedged

Russell Australia ESG High Dividend Index - AUD

Asset class

ETF

ETF

Management fee

0.22 %

0.45 %

Price

$51.10

$30.12

Size

$20.616 million

$410.946 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.59 %

4.89 %

Market

ASX

ASX

First listed date

25/09/2023

08/04/2015

Purchase fee

$6.50

$6.50


Community Stats

US10

RARI

Popularity

Low

Low

Pearlers invested

3

29

Median incremental investment

$1,749.00

$779.65

Median investment frequency

Monthly

Monthly

Median total investment

$4,854.50

$2,861.40

Average age group

> 35

> 35


Pros and Cons

US10

RARI

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

US10

RARI

Lower exposure to AU market

Higher exposure to AU market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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