Compare AU
Compare AESG vs. RCAP
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 iShares Global Aggregate Bond Esg (Aud Hedged) ETF (AESG) and the Resolution Cap Global Prop Sec (Managed Fund) (RCAP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AESG | RCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $1,993.50 | $6,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,055.10 | $9,879.43 |
Average age group | > 35 | > 35 |
Key Summary
AESG | RCAP | |
|---|---|---|
Strategy | AESG.AX was created on 2022-08-09 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging). | RCAP.AX was created on 2022-02-22 by Resolution Capital. The fund's investment portfolio concentrates primarily on real estate equity. The Fund aims to achieve an annual total return that exceeds the total return of the Benchmark after fees on a rolling 3 year basis |
Top 3 holdings | iShares Global Aggt Bd ESG ETF AUD H Dis (99.94 %) | Welltower Inc (8.78 %) Digital Realty Trust Inc (7.11 %) Equinix Inc (6.88 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Real Estate (100.00 %) |
Top 3 countries | United States (60.84 %) United Kingdom of Great Britain and Northern Ireland (11.25 %) France (6.53 %) | |
Management fee | 0.19 % | 0.8 % |
Key Summary
AESG | RCAP | |
|---|---|---|
Issuer | iShares | Resolution Capital |
Tracking index | Bloomberg MSCI Global Aggregate Sustainable and Green Bond SRI Index - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.8 % |
Price | $96.55 | $1.63 |
Size | $78.708 million | N/A |
10Y return | N/A | 8.87 % |
Annual distribution yield (5Y) | 0.84 % | 1.59 % |
Market | ASX | ASX |
First listed date | 10/08/2022 | 21/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AESG | RCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $1,993.50 | $6,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,055.10 | $9,879.43 |
Average age group | > 35 | > 35 |
Pros and Cons
AESG | RCAP | |
|---|---|---|
Pros |
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Cons |
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AESG | RCAP |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |