RARI vs. MVOL ETF Comparison

Comparison of Russell Australian Responsible Investment (RARI) to Iedgeauvol Etf Units   (MVOL)

RARI

Russell Australian Responsible Investment

RARI Description

The fund seeks to track the performance of the Russell Australia ESG High Dividend Index (the Index) by investing predominantly in Australian shares and trusts listed on the ASX. The Index is weighted to companies that demonstrate positive environmental, social and governance characteristics after negatively screening for companies that have significant involvement in a range of activities deemed inconsistent with widely recognised responsible investment considerations.

Grade (RS Rating)

Last Trade

$29.93

Average Daily Volume

2,600

Number of Holdings ^*

10

* may have additional holdings in another (foreign) market

MVOL

Iedgeauvol Etf Units  

MVOL Description

Track the performance of the parent index using a minimum volatility strategy

Grade (RS Rating)

Last Trade

$32.51

Average Daily Volume

593

Number of Holdings ^*

10

* may have additional holdings in another (foreign) market

Performance

Period	RARI	MVOL
30 Days	3.03%	-1.16%
60 Days	2.19%	0.62%
90 Days	5.39%	2.94%
12 Months	29.31%	13.70%

8 Overlapping Holdings

	Symbol	Grade	Weight in RARI	Weight in MVOL	Overlap
	ANZ	A	4.0%	3.71%	3.71%
	CBA	A	10.16%	5.15%	5.15%
	CSL	D	5.47%	3.63%	3.63%
	NAB	A	5.06%	3.51%	3.51%
	TCL	C	2.24%	3.64%	2.24%
	TLS	C	2.48%	6.36%	2.48%
	WBC	A	5.33%	3.37%	3.37%
	WES	A	3.24%	3.17%	3.17%

RARI Overweight 2 Positions Relative to MVOL

	Symbol	Grade	Weight
	MQG	A	3.73%
	GMG	A	3.08%

RARI Underweight 2 Positions Relative to MVOL

	Symbol	Grade	Weight
	BHP	D	-3.66%
	COL	B	-2.84%

RARI: Top Represented Industries & Keywords

Industries: Banks - Global Biotechnology Capital Markets Home Improvement Stores Infrastructure Operations REIT - Diversified Telecom Services

Keywords: Bank Banking Financial Services Banks Of Australia Business Bank Ing Group Insurance Business Banking Wealth Management Asset Management Bank Of New Zealand Banking Products Banking Services Institutional Banking Management Services Personal Banking Westpac Agribusiness Airport Architecture

MVOL: Top Represented Industries & Keywords

Industries: Banks - Global Biotechnology Home Improvement Stores Industrial Metals & Minerals Infrastructure Operations Specialty Retail Telecom Services

Keywords: Bank Banking Banks Of Australia Financial Services Insurance Business Bank Ing Group Bank Of New Zealand Banking Services Business Banking Coal Coles Coles Group Coles Supermarkets Department Store Energy Institutional Banking Kmart Kmart Australia Marketing