Compare AU
Compare IOZ 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 S&P Aussie 200 (IOZ) 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
IOZ | RCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 695 | 3 |
Median incremental investment | $1,007.67 | $6,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,359.70 | $10,243.09 |
Average age group | 26 - 35 | > 35 |
Key Summary
IOZ | RCAP | |
|---|---|---|
Strategy | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. | 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 (9.67 %) BHP GROUP LTD (8.63 %) CSL LTD (5.87 %) | Welltower Inc (8.93 %) Equinix Inc (6.60 %) Ventas Inc (6.50 %) |
Top 3 industries | Financials (32.62 %) Materials (18.81 %) Health Care (8.87 %) | Real Estate (100.00 %) |
Top 3 countries | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | United States (60.84 %) United Kingdom of Great Britain and Northern Ireland (11.25 %) France (6.53 %) |
Management fee | 0.05 % | 0.8 % |
Key Summary
IOZ | RCAP | |
|---|---|---|
Issuer | iShares | Resolution Capital |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.8 % |
Price | $33.65 | $1.69 |
Size | $6.311 billion | N/A |
10Y return | 48.24 % | 16.56 % |
Annual distribution yield (5Y) | 5.36 % | 1.59 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 21/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | RCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 695 | 3 |
Median incremental investment | $1,007.67 | $6,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,359.70 | $10,243.09 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IOZ | RCAP | |
|---|---|---|
Pros |
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Cons |
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IOZ | 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 |