Compare AU
Compare GIVE 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 GIVE and RCAP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GIVE | RCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 3 |
Median incremental investment | $523.25 | $6,993.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $797.50 | $9,879.43 |
Average age group | 26 - 35 | > 35 |
Key Summary
GIVE | RCAP | |
|---|---|---|
Strategy | GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. | 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 | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) | Welltower Inc (8.78 %) Digital Realty Trust Inc (7.11 %) Equinix Inc (6.88 %) |
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 | 0.65 % | 0.8 % |
Key Summary
GIVE | RCAP | |
|---|---|---|
Issuer | Perpetual | Resolution Capital |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.8 % |
Price | $3.19 | $1.63 |
Size | N/A | N/A |
10Y return | N/A | 8.87 % |
Annual dividend/ distribution yield (5Y) | 5.50 % | 1.59 % |
Market | ASX | ASX |
First listed date | 28/11/2021 | 21/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GIVE | RCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 3 |
Median incremental investment | $523.25 | $6,993.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $797.50 | $9,879.43 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
GIVE | RCAP | |
|---|---|---|
Pros |
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Cons |
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GIVE | 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 |
Higher distribution yield | Lower distribution yield |