Compare AU
Compare MOAT 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 Morningstar US 'Wide Moat' (MOAT) 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
MOAT | RCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 522 | 3 |
Median incremental investment | $1,000.00 | $6,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,422.99 | $10,212.79 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | RCAP | |
|---|---|---|
Strategy | The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes. | 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 | Salesforce Inc (3.26 %) Bristol-Myers Squibb Co (2.95 %) Autodesk Inc (2.90 %) | Welltower Inc (8.93 %) Equinix Inc (6.60 %) Ventas Inc (6.50 %) |
Top 3 industries | Other (23.89 %) Health Care (21.03 %) Information Technology (20.60 %) | Real Estate (100.00 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | United States (60.84 %) United Kingdom of Great Britain and Northern Ireland (11.25 %) France (6.53 %) |
Management fee | 0.49 % | 0.8 % |
Key Summary
MOAT | RCAP | |
|---|---|---|
Issuer | VanEck | Resolution Capital |
Tracking index | Morningstar Wide Moat Focus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.8 % |
Price | $134.03 | $1.685 |
Size | $1.007 billion | N/A |
10Y return | N/A | 17.50 % |
Annual distribution yield (5Y) | 3.81 % | 1.59 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 21/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | RCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 522 | 3 |
Median incremental investment | $1,000.00 | $6,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,422.99 | $10,212.79 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | RCAP | |
|---|---|---|
Pros |
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Cons |
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MOAT | 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 |