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Compare AU
Compare RCAP vs. SPY
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 Fund - Active ETF (RCAP) and the SPDR S&P 500 ETF (SPY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RCAP | SPY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 305 |
Median incremental investment | $6,993.50 | $1,196.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $604.68 | $3,107.22 |
Average age group | > 35 | 26 - 35 |
Key Summary
RCAP | SPY | |
|---|---|---|
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 | SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The SPDR S&P 500 ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index. |
Top 3 holdings | Welltower Inc (8.26 %) Digital Realty Trust Inc (5.76 %) Equinix Inc (5.28 %) | NVIDIA Corp (8.50 %) Apple Inc (6.92 %) Microsoft Corp (6.71 %) |
Top 3 industries | Real Estate (100.00 %) | Information Technology (62.86 %) Consumer Discretionary (15.15 %) Communication Services (13.10 %) |
Top 3 countries | United States (60.84 %) United Kingdom of Great Britain and Northern Ireland (11.25 %) France (6.53 %) | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) |
Management fee | 0.8 % | 0.0945 % |
Key Summary
RCAP | SPY | |
|---|---|---|
Issuer | Resolution Capital | SPDR |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.0945 % |
Price | $1.675 | $1,035.74 |
Size | N/A | $1.075 trillion |
10Y return | 12.32 % | 247.33 % |
Annual distribution yield (5Y) | 2.43 % | 1.18 % |
Market | ASX | ASX |
First listed date | 21/02/2022 | 13/10/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RCAP | SPY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 305 |
Median incremental investment | $6,993.50 | $1,196.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $604.68 | $3,107.22 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
RCAP | SPY | |
|---|---|---|
Pros |
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Cons |
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RCAP | SPY |
|---|---|
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 |