Compare AU

Compare RCAP vs. JHLO

Compare shares and ETFs on the ASX that you can trade on Pearler.

Resolution Cap Global Prop Sec (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are RCAP and JHLO. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

RCAP

JHLO

Popularity

Low

N/A

Pearlers invested

3

0

Median incremental investment

$6,993.50

$0

Median investment frequency

Monthly

N/A

Median total investment

$10,485.53

$0

Average age group

> 35

N/A


Key Summary

RCAP

JHLO

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

JHLO.AX was created on 2024-04-26 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to seek to provide long-term capital appreciation.

Top 3 holdings

Welltower Inc (8.93 %)

Equinix Inc (6.60 %)

Ventas Inc (6.50 %)

Jpmorgan Global Select Equity (Hedged) Active ETF (100 %)

Top 3 industries

Real Estate (100.00 %)

Top 3 countries

United States (60.84 %)

United Kingdom of Great Britain and Northern Ireland (11.25 %)

France (6.53 %)

Management fee

0.8 %

0.55 %


Key Summary

RCAP

JHLO

Issuer

Resolution Capital

JPMorgan

Tracking index

Asset class

ETF

ETF

Management fee

0.8 %

0.55 %

Price

$1.725

$54.67

Size

N/A

N/A

10Y return

18.57 %

N/A

Annual distribution/ dividend yield (5Y)

1.59 %

0.23 %

Market

ASX

ASX

First listed date

21/02/2022

25/04/2024

Purchase fee

$6.50

$6.50


Community Stats

RCAP

JHLO

Popularity

Low

N/A

Pearlers invested

3

0

Median incremental investment

$6,993.50

$0

Median investment frequency

Monthly

N/A

Median total investment

$10,485.53

$0

Average age group

> 35

N/A


Pros and Cons

RCAP

JHLO

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

RCAP

JHLO

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

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