Back
Compare AU
Compare HBRD 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 HBRD and RCAP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HBRD | RCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 1 |
Median incremental investment | $996.75 | $6,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,983.68 | $637.12 |
Average age group | > 35 | > 35 |
Key Summary
HBRD | RCAP | |
|---|---|---|
Strategy | HBRD.AX was created on 2017-11-13 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 2569.96m in AUM and 154 holdings. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities. | 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 | Betashares Australian Hybrids Active ETF (100 %) | Welltower Inc (8.71 %) Equinix Inc (6.78 %) Simon Property Group Inc (4.97 %) |
Top 3 industries | Other (99.73 %) Financials (0.27 %) | Real Estate (100.00 %) |
Top 3 countries | United States (58.21 %) United Kingdom of Great Britain and Northern Ireland (10.85 %) Japan (6.95 %) | |
Management fee | 0.55 % | 0.8 % |
Key Summary
HBRD | RCAP | |
|---|---|---|
Issuer | BetaShares | Resolution Capital |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.8 % |
Price | $10.07 | $1.785 |
Size | $2.573 billion | N/A |
10Y return | N/A | 15.20 % |
Annual dividend/ distribution yield (5Y) | 3.61 % | 2.40 % |
Market | ASX | ASX |
First listed date | 17/11/2017 | 21/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HBRD | RCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 1 |
Median incremental investment | $996.75 | $6,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,983.68 | $637.12 |
Average age group | > 35 | > 35 |
Pros and Cons
HBRD | RCAP | |
|---|---|---|
Pros |
|
|
Cons |
|
|
HBRD | 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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |