Compare AU
Compare RCAP vs. HEUR
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 BetaShares Europe ETF-Currency Hedged (HEUR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RCAP | HEUR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 13 |
Median incremental investment | $6,993.50 | $1,226.66 |
Median investment frequency | Monthly | Monthly |
Median total investment | $10,212.79 | $4,251.43 |
Average age group | > 35 | 26 - 35 |
Key Summary
RCAP | HEUR | |
|---|---|---|
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 | HEUR.AX was created on 2016-05-10 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, hedged into Australian dollars. |
Top 3 holdings | Welltower Inc (8.93 %) Equinix Inc (6.60 %) Ventas Inc (6.50 %) | ASML HOLDING NV (9.15 %) SAP SE (4.47 %) LVMH MOET HENNESSY LOUIS VUITT (4.21 %) |
Top 3 industries | Real Estate (100.00 %) | Other (99.49 %) Consumer Discretionary (6.36 %) Financials (4.65 %) |
Top 3 countries | United States (60.84 %) United Kingdom of Great Britain and Northern Ireland (11.25 %) France (6.53 %) | France (31.14 %) Germany (29.68 %) Netherlands (15.99 %) |
Management fee | 0.8 % | 0.56 % |
Key Summary
RCAP | HEUR | |
|---|---|---|
Issuer | Resolution Capital | BetaShares |
Tracking index | S&P Eurozone Exporters AUD Hedged Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.56 % |
Price | $1.685 | $14.51 |
Size | N/A | $53.415 million |
10Y return | 17.50 % | N/A |
Annual distribution yield (5Y) | 1.59 % | 5.82 % |
Market | ASX | ASX |
First listed date | 21/02/2022 | 12/05/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RCAP | HEUR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 13 |
Median incremental investment | $6,993.50 | $1,226.66 |
Median investment frequency | Monthly | Monthly |
Median total investment | $10,212.79 | $4,251.43 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
RCAP | HEUR | |
|---|---|---|
Pros |
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Cons |
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RCAP | HEUR |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |