InvestSMART

Arafura Rare Earths Ltd (ASX: ARU) - ETF Exposure

Current share price for ARU : $0.185 0.01 (5.13%)+

Arafura Rare Earths Ltd (ARU) is an ASX-listed company and is held by a number of exchange traded funds (ETFs). It is involved in advancing the Nolans Project toward a final investment decision including continuation of engineering design and development and advancing remaining funding and offtake negotiations.

ARU General Information +

ASX Code ARU
Website http://www.arultd.com
Industry/Sector Diversified Metals & Mining
Market Cap ($M) 1,123
ARU Share Price $0.185
Day High $0.195
Day Low $0.180
Last Close $0.195
ARU Share Price Movement $0.01 ( 5.13% )
Prices as at 16:40, 11 Sep 2026
+Security prices are delayed by at least 20 minutes and are indicative only.

Already own an Australian ETF? You may already have meaningful exposure to ARU

As a significant Australian company by market capitalisation, ARU is held across 11 ETFs spanning strategies that include diversified metals & mining exposure . Its weighting in those funds means performance can have an outsized influence - when ARU moves, funds like XMET, SSO, ISO, VSO and IESG that hold it can move with it.

For more concentrated exposure, ETFs such as XMET (BetaShares Energy Transition Metals ETF) allocate about 0.6% to ARU , while the average exposure across all 11 ETFs that hold it is around 0.1% .

Top ETF holdings

Last updated: ETF data and holdings as at 10 September 2026

Own ARU directly or through an ETF?

How does holding Arafura Rare Earths Ltd (ARU) shares directly compare to ETFs that include it?

ARU Direct
XMET
ASX 		SSO
ASX 		ISO
ASX 		VSO
ASX 		IESG
ASX
Holdings 1 company 65 holdings 202 holdings 201 holdings 194 holdings 96 holdings
ARU Weight 100% 0.6% 0.3% 0.3% 0.2% 0.1%
Diversification Single Stock Broad Broad Broad Broad Broad
Annual Cost Brokerage only 0.69% p.a. 0.5% p.a. 0.55% p.a. 0.3% p.a. 0.09% p.a.
Approx. Yield 0% 3.62% 9.32% 4.37% 4.81% 2.58%
Star Ratings - starstarstar starstar starstarstar starstarstarstar starstarstarstar

Yields and costs are approximate. ETF yields reflect the fund's dividend distributions, not ARU's direct yield. Annual cost uses each ETF's MER.

ARU Exposure on $10,000 investment

How a $10,000 investment in Arafura Rare Earths Ltd (ARU) one week ago compares with ETFs that hold it.

Security Investment type Current price 7-day price movement Dollar change Value today
Arafura Rare Earths Ltd (ARU) Direct share $0.185 -2.63% -$263 $9,737
BetaShares Energy Transition Metals ETF (XMET) Equity - Global Sectors $15.000 -4.03% -$403 $9,597
SPDR S&P/ASX Small Ordinaries Fund (SSO) Equity - Australia Small/Mid Cap $14.390 -2.18% -$218 $9,782
iShares S&P/ASX Small Ordinaries ETF Index Fund (ISO) Equity - Australia Small/Mid Cap $5.000 -1.96% -$196 $9,804
Vanguard MSCI Australian Small Companies Index ETF (VSO) Equity - Australia Small/Mid Cap $72.550 -3% -$300 $9,700
iShares Core MSCI Australia ESG Leaders ETF (IESG) Equity - Australia Strategy $30.830 -3.17% -$317 $9,683

Assumes $10,000 invested 7 days ago. Figures are based on price movement only and exclude distributions, fees and brokerage.

Arafura Rare Earths Ltd (ARU) Upcoming Dividends & Yields

Distribution Type Dividend Franking Ex-dividend date Payment date Current Price+ Price 7D Avg Dividend Yield

See all dividends from Arafura Rare Earths Ltd (ARU) or use our Upcoming Dividends tool to search for dividends across all ASX-listed securities.

Arafura Rare Earths Ltd (ARU) price-sensitive announcements

ARU - Quarterly Activities Report and Appendix 5B
Arafura Rare Earths Ltd released its Quarterly Activities Report for the period ending 30
Arafura Rare Earths Ltd (ARU)
31 Jul 2026 | 8:22 AM
ARU - Clarification- Project Economics
Arafura Rare Earths Ltd provided clarification on the project economics of its Nolans Proj
Arafura Rare Earths Ltd (ARU)
17 Jun 2026 | 4:56 PM
ARU - Commitments Received for A$350m Placement
Arafura Rare Earths Limited announced commitments received to raise approximately A$350 mi
Arafura Rare Earths Ltd (ARU)
25 May 2026 | 8:58 AM
ARU - Arafura Launches A$350m Placement and A$25m SPP
Arafura Rare Earths Ltd announced the launch of a A$350 million institutional placement an
Arafura Rare Earths Ltd (ARU)
22 May 2026 | 9:27 AM

Arafura Rare Earths Ltd (ARU) Recent ASX Announcements

Company Sector Market Cap ($m) Headline Release
date/time+		 Price at
release+		 Current
price+		 Gain/Loss View
Arafura Rare Earths Ltd (ARU)
ORDINARY FULLY PAID
 Materials $1,123 Notification of cessation of securities - ARU 9 Sep 2026 6:16PM $0.195 $0.185 fallen by 5.13%
Arafura Rare Earths Ltd (ARU)
ORDINARY FULLY PAID
 Materials $1,123 Notification of cessation of securities - ARU 3 Sep 2026 5:44PM $0.190 $0.185 fallen by 2.63%
Arafura Rare Earths Ltd (ARU)
ORDINARY FULLY PAID
 Materials $1,123 FY2026 Investor Briefing 2 Sep 2026 6:01PM $0.190 $0.185 fallen by 2.63%
Arafura Rare Earths Ltd (ARU)
ORDINARY FULLY PAID
 Materials $1,123 2026 Appendix 4G and Corporate Governance Statement 31 Aug 2026 5:04PM $0.205 $0.185 fallen by 9.76%
Arafura Rare Earths Ltd (ARU)
ORDINARY FULLY PAID
 Materials $1,123 2026 Annual Report 31 Aug 2026 5:00PM $0.205 $0.185 fallen by 9.76%
Arafura Rare Earths Ltd (ARU)
ORDINARY FULLY PAID
 Materials $1,123 Application for quotation of securities - ARU 3 Aug 2026 6:26PM $0.175 $0.185 risen by 5.71%

ARU Financial Summary

Year to Jun NPAT EPS EPS chg (%) PER DPS Yield (%) Franking (%)
2027F C2 N2 0.00% 0.00 0.00 0.00% 0.0%
2026A -$41.09 -$1.10 38.20% 0.00 0.00 0.00% 0.0%
2025A -$18.64 -$0.80 -83.30% 0.00 0.00 0.00% 0.0%

ARU Peer Comparison

Company Mkt Cap EPS Growth (%) P/E (%) Dividend Yield (%)
2025 A 2026 A 2027 F 2025 A 2026 A 2027 F 2025 A 2026 A 2027 F
Arafura Rare Earths Ltd (ARU) $1,184M 0.3816 0.0000 0.0000 0.0000 0.0000 0.0000 0.00% 0.00% 0.00%
BHP Group Limited (BHP) $328,337M 0.2093 0.1780 -0.2478 17.1286 14.5401 19.3295 3.88% 3.26% 3.30%
PLS Group Limited (PLS) $16,162M -3.5619 1.3470 -0.1824 31.0409 13.2260 16.1769 0.00% 1.40% 0.98%
Rio Tinto Limited (RIO) $66,679M -0.1811 0.2122 -0.0023 18.0161 14.8627 14.8976 3.35% 3.70% 3.69%
South32 Limited (S32) $23,778M 0.5182 0.0142 -0.0824 17.4457 17.2022 18.7478 2.55% 2.44% 2.27%

ARU Market Comparison

Earnings P/E Ratio P/B Ratio P/E Growth
Company 0.00 0.00 1.24 0.00
Market 0.61 16.20 1.69 1.27
Sector 1.96 14.40 1.69 0.54

ARU Directors

Name Position Start Date
Mr Darryl Cuzzubbo Chief Executive Officer, Managing Director 1 Nov 2021
Mr Ian Louis Murray Non-Executive Director 10 Sep 2024
Mr Michael John Spreadborough Non-Executive Director 8 Apr 2024
Dr Roger John Higgins Non-Executive Director 8 Apr 2024
Ms Catherine (Cathy) Mary Moises Non-Executive Director 1 Dec 2019
Mr Mark Southey Non-Executive Director, Non-Executive Chairman 30 Jan 2018

Arafura Rare Earths Ltd (ARU) Changes in Directors' Interest & Trades

Date of change Director Buy/Sell Security Type Qty Trade Price Value
13 Jul 2026 MURRAY, Ian Issued Indirect Shares 115,384 $0.260 $29,999.840
13 Jul 2026 SOUTHEY, Mark Issued Indirect Shares 115,384 $0.260 $29,999.840
15 Dec 2025 SOUTHEY, Mark Buy Indirect Shares 107,142 $0.280 $29,999.760

See all changes in directors' interest & trades for Arafura Rare Earths Ltd (ARU) or use our Changes in directors' interest tool to search for changes & trades across all ASX-listed securities.

ARU Management

Name Position
Peter Sherrington Chief Financial Officer
Tommie van der Walt Chief Projects Officer
Catherine Huynh Company Secretary

ARU Substantial Shareholders

Under ASX rules large investors and investment funds must disclose when they own more than a 5% stake in Arafura Rare Earths Ltd (ARU). However, you won't necessarily see their names in the company’s annual report, as many trade under nominee names. These shareholders are obliged to provide ongoing substantial notices relating to any change of 1% or more.

Holding Name
0 (10.01%) Hancock Prospecting Pty Ltd

ARU Calendar of Events

Date Event
01 September 2027 Report (Prelim)
30 August 2027 Report (Annual)
30 July 2027 Report (Quarterly)
28 April 2027 Report (Quarterly)
28 January 2027 Report (Quarterly)
27 October 2026 Report (Quarterly)
22 October 2026 AGM

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