At a glance
Side-by-side comparison
| Metric |
RARI
Russell Investments Australian Responsible Investment ETF
|
FAIR
BetaShares Australian Sustainability Leaders ETF
|
|---|---|---|
| Snapshot | ||
| Provider |
—
|
BetaShares
|
| Tracks index |
—
|
Nasdaq Future Australian Sustainability Leaders Index
|
| Categories |
AU, Thematic, ESG
|
AU, ESG
|
| Listed since |
—
|
2017 (9 yrs)
|
| Fund size (AUM) |
$426m
|
$1bn
|
| Cost & income | ||
| Management fee |
0.45%
|
0.49%
|
| Dividend yield |
5.87%
|
3.13%
|
| Franking |
75%
|
65%
|
| Turnover |
18%
|
22%
|
| Tax drag | 1.03% | 0.94% |
| Returns |
Tax bracket
|
|
| 1-year return |
-4.9%
net
|
-12.7%
net
|
| 3-year return |
11%
net
|
4.6%
net
|
| 5-year return |
6%
net
|
1.2%
net
|
| 10-year return |
7.2%
net
|
—
|
| Risk | ||
| Volatility (3y) |
11.7%
|
13.3%
|
| Volatility (5y) |
13.5%
|
14.5%
|
| Volatility (10y) |
14.7%
|
—
|
| Sharpe ratio (3y) |
0.6
|
0.1
|
| Sharpe ratio (5y) |
0.25
|
—
|
| Sharpe ratio (10y) |
0.4
|
—
|
| Bid/ask spread |
—
|
—
|
marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.
Each fund at a glance
Frequently Asked Questions
RARI and FAIR are 2 Australian-listed ETFs we compare side by side. RARI carries the lower management fee (0.45%). Over 5 years, RARI has delivered the higher total return (6% a year). The table above breaks down fees, returns, income and risk for each.
RARI has the lower management fee at 0.45% a year, versus FAIR 0.49%.
Over the past 5 years, RARI has delivered the higher total return at 6% a year. Past performance is not a reliable indicator of future returns.
RARI pays the higher at 5.87%. Remember distributions are taxed each year at your marginal rate.
FAIR is the larger fund by assets ($1bn). Larger funds are typically more liquid and trade on tighter spreads.
Related comparisons
General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.