Compare AU
Compare RCAP vs. SWTZ
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
RCAP | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 5 |
Median incremental investment | $6,993.50 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $10,212.79 | $1,974.57 |
Average age group | > 35 | > 35 |
Key Summary
RCAP | SWTZ | |
|---|---|---|
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 | SWTZ.AX was created on 2017-02-23 by AGP. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with an income return that exceeds the S&P/ASX 100 Accumulation Index (Index) (after fees) over rolling 12-month periods, while also maintaining a lower level of volatility relative to the Index over rolling 12-month periods. |
Top 3 holdings | Welltower Inc (8.93 %) Equinix Inc (6.60 %) Ventas Inc (6.50 %) | Switzer Dividend Growth Fund (Managed Fund) (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 % | 0.89 % |
Key Summary
RCAP | SWTZ | |
|---|---|---|
Issuer | Resolution Capital | AGP |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.89 % |
Price | $1.685 | $2.49 |
Size | N/A | $58.771 million |
10Y return | 17.50 % | N/A |
Annual distribution/ dividend yield (5Y) | 1.59 % | 7.16 % |
Market | ASX | ASX |
First listed date | 21/02/2022 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RCAP | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 5 |
Median incremental investment | $6,993.50 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $10,212.79 | $1,974.57 |
Average age group | > 35 | > 35 |
Pros and Cons
RCAP | SWTZ | |
|---|---|---|
Pros |
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Cons |
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RCAP | SWTZ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |