Compare AU
Compare RCAP vs. SSO
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 SPDR S&P/ASX Small Ordinaries Fund (SSO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RCAP | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 2 |
Median incremental investment | $6,993.50 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $10,212.79 | $1,667.50 |
Average age group | > 35 | > 35 |
Key Summary
RCAP | SSO | |
|---|---|---|
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 | SSO.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 26.91m in AUM and 204 holdings. The SPDR S&P/ASX Small Ordinaries Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX Small Ordinaries Index. |
Top 3 holdings | Welltower Inc (8.93 %) Equinix Inc (6.60 %) Ventas Inc (6.50 %) | Life360 Inc Chess Depository Interest (1.90 %) Alcoa Corp Chess Depository Receipt (1.60 %) Pinnacle Investment Management Group Ltd (1.53 %) |
Top 3 industries | Real Estate (100.00 %) | Financials (47.53 %) Other (24.67 %) Energy (22.19 %) |
Top 3 countries | United States (60.84 %) United Kingdom of Great Britain and Northern Ireland (11.25 %) France (6.53 %) | Australia (88.20 %) United States (5.61 %) New Zealand (3.84 %) |
Management fee | 0.8 % | 0.5 % |
Key Summary
RCAP | SSO | |
|---|---|---|
Issuer | Resolution Capital | SPDR |
Tracking index | S&P/ASX Small Ordinaries index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.5 % |
Price | $1.685 | $14.50 |
Size | N/A | $26.783 million |
10Y return | 17.50 % | 34.51 % |
Annual distribution yield (5Y) | 1.59 % | 6.16 % |
Market | ASX | ASX |
First listed date | 21/02/2022 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RCAP | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 2 |
Median incremental investment | $6,993.50 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $10,212.79 | $1,667.50 |
Average age group | > 35 | > 35 |
Pros and Cons
RCAP | SSO | |
|---|---|---|
Pros |
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Cons |
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RCAP | SSO |
|---|---|
Lower exposure to AU market | Higher 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 |