Compare AU
Compare RCAP vs. ERTH
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 Resolution Cap Global Prop Sec (Managed Fund) (RCAP) and the Solactive Climate Change Innovation (ERTH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RCAP | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 372 |
Median incremental investment | $6,993.50 | $601.32 |
Median investment frequency | Monthly | Monthly |
Median total investment | $10,212.79 | $933.24 |
Average age group | > 35 | 26 - 35 |
Key Summary
RCAP | ERTH | |
|---|---|---|
Strategy | 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 | ERTH.AX was created on 2021-03-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. ERTH.AX aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions. |
Top 3 holdings | Welltower Inc (8.93 %) Equinix Inc (6.60 %) Ventas Inc (6.50 %) | CIE DE SAINT-GOBAIN (5.14 %) ECOLAB INC (5.08 %) DSM-FIRMENICH AG (4.97 %) |
Top 3 industries | Real Estate (100.00 %) | Other (56.07 %) Information Technology (10.82 %) Consumer Discretionary (9.83 %) |
Top 3 countries | United States (60.84 %) United Kingdom of Great Britain and Northern Ireland (11.25 %) France (6.53 %) | United States (40.06 %) China (11.65 %) Denmark (7.67 %) |
Management fee | 0.8 % | 0.55 % |
Key Summary
RCAP | ERTH | |
|---|---|---|
Issuer | Resolution Capital | BetaShares |
Tracking index | Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.55 % |
Price | $1.685 | $9.24 |
Size | N/A | $95.069 million |
10Y return | 17.50 % | N/A |
Annual distribution yield (5Y) | 1.59 % | 0.58 % |
Market | ASX | ASX |
First listed date | 21/02/2022 | 10/03/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RCAP | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 372 |
Median incremental investment | $6,993.50 | $601.32 |
Median investment frequency | Monthly | Monthly |
Median total investment | $10,212.79 | $933.24 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
RCAP | ERTH | |
|---|---|---|
Pros |
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Cons |
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RCAP | ERTH |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |