Compare AU
Compare IVV 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 US 500 (IVV) 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
IVV | RCAP | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,553 | 3 |
Median incremental investment | $1,000.00 | $6,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,048.96 | $10,212.79 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | RCAP | |
|---|---|---|
Strategy | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. | 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 | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | Welltower Inc (8.93 %) Equinix Inc (6.60 %) Ventas Inc (6.50 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Real Estate (100.00 %) |
Top 3 countries | United States (99.92 %) | United States (60.84 %) United Kingdom of Great Britain and Northern Ireland (11.25 %) France (6.53 %) |
Management fee | 0.04 % | 0.8 % |
Key Summary
IVV | RCAP | |
|---|---|---|
Issuer | iShares | Resolution Capital |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.8 % |
Price | $63.52 | $1.685 |
Size | $10.979 billion | N/A |
10Y return | 287.25 % | 17.50 % |
Annual distribution yield (5Y) | 13.82 % | 1.59 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 21/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | RCAP | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,553 | 3 |
Median incremental investment | $1,000.00 | $6,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,048.96 | $10,212.79 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | RCAP | |
|---|---|---|
Pros |
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Cons |
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IVV | RCAP |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |