Compare AU
Compare RCAP vs. MHOT
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 VanEck Morningstar Wide Moat (Aud Hedged) ETF (MHOT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RCAP | MHOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 2 |
Median incremental investment | $6,993.50 | $2,553.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $9,932.63 | $6,418.84 |
Average age group | > 35 | > 35 |
Key Summary
RCAP | MHOT | |
|---|---|---|
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 | MHOT.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. MHOT.AX gives investors exposure to a diversified portfolio of attractively priced US companies with sustainable competitive advantages according to Morningstars equity research team. MHOT.AX aims to provide investment returns before fees and other costs which track the performance of the Index with returns hedged into Australian dollars. |
Top 3 holdings | Welltower Inc (8.86 %) Equinix Inc (7.33 %) Digital Realty Trust Inc (7.22 %) | Bristol-Myers Squibb Co (2.78 %) Alphabet Inc Class A (2.74 %) Corteva Inc (2.71 %) |
Top 3 industries | Real Estate (100.00 %) | Other (79.87 %) Health Care (11.12 %) Communication Services (4.54 %) |
Top 3 countries | United States (60.84 %) United Kingdom of Great Britain and Northern Ireland (11.25 %) France (6.53 %) | United States (98.74 %) Netherlands (1.26 %) |
Management fee | 0.8 % | 0.52 % |
Key Summary
RCAP | MHOT | |
|---|---|---|
Issuer | Resolution Capital | VanEck |
Tracking index | Morningstar Wide Moat Focus Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.52 % |
Price | $1.62 | $137.35 |
Size | N/A | $60.053 million |
10Y return | 0.78 % | N/A |
Annual distribution yield (5Y) | 1.64 % | 0.11 % |
Market | ASX | ASX |
First listed date | 21/02/2022 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RCAP | MHOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 2 |
Median incremental investment | $6,993.50 | $2,553.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $9,932.63 | $6,418.84 |
Average age group | > 35 | > 35 |
Pros and Cons
RCAP | MHOT | |
|---|---|---|
Pros |
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Cons |
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RCAP | MHOT |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |