Compare AU
Compare IESG 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 Core MSCI Australia Esg ETF (IESG) 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
IESG | RCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 60 | 3 |
Median incremental investment | $1,919.79 | $6,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,728.80 | $9,879.43 |
Average age group | 26 - 35 | > 35 |
Key Summary
IESG | RCAP | |
|---|---|---|
Strategy | IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 293.88m in AUM and 85 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers | 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 | COMMONWEALTH BANK OF AUSTRALIA (12.51 %) CSL LTD (9.35 %) MACQUARIE GROUP LTD DEF (8.68 %) | Welltower Inc (8.78 %) Digital Realty Trust Inc (7.11 %) Equinix Inc (6.88 %) |
Top 3 industries | Financials (29.83 %) Materials (18.72 %) Health Care (11.49 %) | Real Estate (100.00 %) |
Top 3 countries | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) | United States (60.84 %) United Kingdom of Great Britain and Northern Ireland (11.25 %) France (6.53 %) |
Management fee | 0.01 % | 0.8 % |
Key Summary
IESG | RCAP | |
|---|---|---|
Issuer | iShares | Resolution Capital |
Tracking index | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.01 % | 0.8 % |
Price | $30.80 | $1.63 |
Size | $291.893 million | N/A |
10Y return | N/A | 8.87 % |
Annual distribution yield (5Y) | 2.35 % | 1.59 % |
Market | ASX | ASX |
First listed date | 03/06/2021 | 21/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IESG | RCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 60 | 3 |
Median incremental investment | $1,919.79 | $6,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,728.80 | $9,879.43 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IESG | RCAP | |
|---|---|---|
Pros |
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Cons |
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IESG | 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 |