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

Current share price for ARU : $0.145 0.005 (3.33%)⁺

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	N/A
Industry/Sector	Diversified Metals & Mining
Market Cap ($M)	880
ARU Share Price	$0.145
Day High	$0.150
Day Low	$0.140
Last Close	$0.150
ARU Share Price Movement	$0.01 ( 3.33% )

Prices as at 16:40, 23 Oct 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

Arafura Rare Earths Ltd (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, ISO, SSO, 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 0.5% to ARU , while the average exposure across all 11 ETFs that hold it is around 0.1% .

Top ETF holdings

BetaShares Energy Transition Metals ETF (XMET) ~ 0.5%
iShares S&P/ASX Small Ordinaries ETF Index Fund (ISO) ~ 0.3%
State Street SPDR S&P/ASX Small Ordinaries ETF (SSO) ~ 0.3%
Vanguard MSCI Australian Small Companies Index ETF (VSO) ~ 0.2%
iShares Core MSCI Australia ESG Leaders ETF (IESG) ~ 0.1%

Last updated: ETF data and holdings as at 25 October 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	ISO ASX	SSO ASX	VSO ASX	IESG ASX
Holdings	1 company	81 holdings	219 holdings	219 holdings	204 holdings	96 holdings
ARU Weight	100%	0.5%	0.3%	0.3%	0.2%	0.1%
Diversification	Single Stock	Broad	Broad	Broad	Broad	Broad
Annual Cost	Brokerage only	0.69% p.a.	0.55% p.a.	0.5% p.a.	0.3% p.a.	0.09% p.a.
Approx. Yield	0%	4.59%	4.78%	10.15%	5.07%	2.57%
Star Ratings	-

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	$0.145	-3.33%	-$333	$9,667
BetaShares Energy Transition Metals ETF (XMET)	Equity - Global Sectors	$11.850	-11.30%	-$1,130	$8,870
iShares S&P/ASX Small Ordinaries ETF Index Fund (ISO)	Equity - Australia Small/Mid Cap	$4.570	-4.19%	-$419	$9,581
State Street SPDR S&P/ASX Small Ordinaries ETF (SSO)	Equity - Australia Small/Mid Cap	$13.220	-3.99%	-$399	$9,601
Vanguard MSCI Australian Small Companies Index ETF (VSO)	Equity - Australia Small/Mid Cap	$68.910	-2.81%	-$281	$9,719
iShares Core MSCI Australia ESG Leaders ETF (IESG)	Equity - Australia Strategy	$30.980	0.13%	+$13	$10,013

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) ETFs

11 ETFs hold Arafura Rare Earths Ltd (ARU).

ETF	ARU Weight	MER	Yield
BetaShares Energy Transition Metals ETF (XMET)	0.5%	0.69%	4.59%
iShares S&P/ASX Small Ordinaries ETF Index Fund (ISO)	0.3%	0.55%	4.78%
State Street SPDR S&P/ASX Small Ordinaries ETF (SSO)	0.3%	0.5%	10.15%
Vanguard MSCI Australian Small Companies Index ETF (VSO)	0.2%	0.3%	5.07%
iShares Core MSCI Australia ESG Leaders ETF (IESG)	0.1%	0.09%	2.57%
Vanguard Australian Shares Index ETF (VAS)	0%	0.07%	3.18%
Global X Australia 300 ETF (A300)	0%	0.03%	3.06%
Dimensional Australian Core Equity (Managed Fund) (DACE)	0%	0.28%	3.22%

View all 11 ETFs

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 - Arafura enters binding offtake agreement

Arafura Rare Earths Limited announced it has signed a binding offtake agreement with a lea

Arafura Rare Earths Ltd (ARU)
12 Oct 2026 | 9:33 AM

ARU - Arafura extends binding offtake agreement

Arafura Rare Earths Limited announced that its wholly owned subsidiary, Arafura Nolans Pro

Arafura Rare Earths Ltd (ARU)
18 Sep 2026 | 9:23 AM

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

Arafura Rare Earths Ltd (ARU) Recent ASX Announcements

Company	Sector	Market Cap ($m)	Headline	Release date/time⁺	Price at release⁺	Current price⁺	Gain/Loss
Arafura Rare Earths Ltd (ARU) ORDINARY FULLY PAID	Materials	$881	Results of Meeting	22 Oct 2026 4:09PM	$0.153	$0.145	fallen by 4.92%
Arafura Rare Earths Ltd (ARU) ORDINARY FULLY PAID	Materials	$881	AGM Presentation	22 Oct 2026 1:01PM	$0.150	$0.145	fallen by 3.33%
Arafura Rare Earths Ltd (ARU) ORDINARY FULLY PAID	Materials	$881	Chair Address	22 Oct 2026 1:00PM	$0.150	$0.145	fallen by 3.33%
Arafura Rare Earths Ltd (ARU) ORDINARY FULLY PAID	Materials	$881	Appointment of Chair and Company Secretary Change	22 Oct 2026 12:59PM	$0.148	$0.145	fallen by 1.69%
Arafura Rare Earths Ltd (ARU) ORDINARY FULLY PAID	Materials	$881	Arafura enters binding offtake agreement	12 Oct 2026 9:33AM	$0.165	$0.145	fallen by 12.12%
Arafura Rare Earths Ltd (ARU) ORDINARY FULLY PAID	Materials	$881	Nolans Groundbreaking Ceremony	9 Oct 2026 9:44AM	$0.165	$0.145	fallen by 12.12%

ARU Financial Summary

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

ARU Peer Comparison

Company	Mkt Cap	EPS Growth (%)			P/E (%)			Dividend Yield (%)
Company	Mkt Cap	2025 A	2026 A	2027 F	2025 A	2026 A	2027 F	2025 A	2026 A	2027 F
Arafura Rare Earths Ltd (ARU)	$911M	0.3816	0.0000	0.0000	0.0000	0.0000	0.0000	0.00%	0.00%	0.00%
BHP Group Limited (BHP)	$290,459M	0.2093	-0.1254	-0.0062	15.1526	17.3252	17.4336	4.38%	3.65%	3.71%
Lynas Rare Earths Limited (LYC)	$11,454M	22.4000	1.5758	0.5786	51.1921	19.8743	12.5899	0.00%	0.00%	0.00%
Rio Tinto Limited (RIO)	$55,885M	-0.1811	0.1983	0.0161	15.0996	12.6011	12.4017	4.00%	4.37%	4.43%
South32 Limited (S32)	$19,547M	0.5182	0.0560	-0.0352	14.3515	13.5910	14.0872	3.11%	3.13%	3.07%

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

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
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 (17.48%)	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)

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