Compare AU
Compare DGVA 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, shares and ETFs are a popular choice. Two options in the ASX are DGVA and RCAP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | RCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $24,525.75 | $6,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $24,705.85 | $10,212.79 |
Average age group | < 26 | > 35 |
Key Summary
DGVA | RCAP | |
|---|---|---|
Strategy | DGVA.AX was created on 1999-08-27 by Dimensional. The fund's investment portfolio concentrates primarily on large cap equity. The investment objective of the Trust is to provide long-term capital growth by gaining exposure to a diversified portfolio of large Value Companies associated with approved developed markets (excluding Australia). | 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 | Dimensional Global Value Trust - Active ETF (100 %) | Welltower Inc (8.93 %) Equinix Inc (6.60 %) Ventas Inc (6.50 %) |
Top 3 industries | 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 % | 0.8 % |
Key Summary
DGVA | RCAP | |
|---|---|---|
Issuer | Dimensional | Resolution Capital |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 0.8 % |
Price | $24.83 | $1.685 |
Size | N/A | N/A |
10Y return | N/A | 17.50 % |
Annual dividend/ distribution yield (5Y) | - % | 1.59 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 21/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | RCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $24,525.75 | $6,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $24,705.85 | $10,212.79 |
Average age group | < 26 | > 35 |
Pros and Cons
DGVA | RCAP | |
|---|---|---|
Pros |
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Cons |
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DGVA | 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 |