Compare AU
Compare ILB 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 Bloomberg AusBond Government Inflation (ILB) 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
ILB | RCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 3 |
Median incremental investment | $1,363.22 | $6,993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,260.88 | $10,212.79 |
Average age group | > 35 | > 35 |
Key Summary
ILB | RCAP | |
|---|---|---|
Strategy | ILB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The fund aims to provide investors with the performance of the Bloomberg AusBond Inflation Government 0+ Yr Index, before fees and expenses. The index is designed to measure the performance of a segment of the Australian bond market comprised of inflation-linked fixed income 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 | AUSTRALIA (COMMONWEALTH OF) RegS (17.85 %) AUSTRALIA (COMMONWEALTH OF) RegS (16.44 %) AUSTRALIA (COMMONWEALTH OF) RegS (15.04 %) | Welltower Inc (8.93 %) Equinix Inc (6.60 %) Ventas Inc (6.50 %) |
Top 3 industries | Other (99.80 %) Communication Services (0.20 %) | 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 | 0.18 % | 0.8 % |
Key Summary
ILB | RCAP | |
|---|---|---|
Issuer | iShares | Resolution Capital |
Tracking index | Bloomberg AusBond Inflation Government (0+Y) Index - AUD-Australian Dollar | |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.8 % |
Price | $125.32 | $1.685 |
Size | $891.512 million | N/A |
10Y return | 11.01 % | 17.50 % |
Annual distribution yield (5Y) | 1.14 % | 1.59 % |
Market | ASX | ASX |
First listed date | 14/03/2012 | 21/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ILB | RCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 3 |
Median incremental investment | $1,363.22 | $6,993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,260.88 | $10,212.79 |
Average age group | > 35 | > 35 |
Pros and Cons
ILB | RCAP | |
|---|---|---|
Pros |
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Cons |
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ILB | 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 |