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Compare EX20 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 Betashares Australian Ex-20 Portfolio Diversifier ETF (EX20) and the Resolution Cap Global Prop Sec Fund - Active ETF (RCAP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
EX20 | RCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 1 |
Median incremental investment | $1,992.00 | $6,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,573.86 | $628.07 |
Average age group | > 35 | > 35 |
Key Summary
EX20 | RCAP | |
|---|---|---|
Strategy | EX20.AX was created on 2016-10-05 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 619.57m in AUM and 181 holdings. EX20.AX aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation. | 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 | SPI 200 FUTURES MAR26 (0 %) NORTHERN STAR RESOURCES LTD (3.64 %) EVOLUTION MINING LTD (2.55 %) | Welltower Inc (9.43 %) Ventas Inc (5.56 %) Equinix Inc (5.30 %) |
Top 3 industries | Materials (19.11 %) Financials (14.85 %) Real Estate (11.08 %) | Real Estate (100.00 %) |
Top 3 countries | Australia (89.38 %) United States (5.50 %) New Zealand (3.83 %) | United States (60.84 %) United Kingdom of Great Britain and Northern Ireland (11.25 %) France (6.53 %) |
Management fee | 0.25 % | 0.8 % |
Key Summary
EX20 | RCAP | |
|---|---|---|
Issuer | BetaShares | Resolution Capital |
Tracking index | Nasdaq Australia Completion Cap Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.8 % |
Price | $24.34 | $1.735 |
Size | $635.887 million | N/A |
10Y return | N/A | 21.18 % |
Annual distribution yield (5Y) | 2.93 % | 2.40 % |
Market | ASX | ASX |
First listed date | 07/10/2016 | 21/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EX20 | RCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 1 |
Median incremental investment | $1,992.00 | $6,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,573.86 | $628.07 |
Average age group | > 35 | > 35 |
Pros and Cons
EX20 | RCAP | |
|---|---|---|
Pros |
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Cons |
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EX20 | RCAP |
|---|---|
Higher exposure to AU market | Lower 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 |
Higher distribution yield | Lower distribution yield |