Compare AU
Compare RCAP vs. US10
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 BetaShares Us Treasury Bond 7-10Yr Ch ETF (US10). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RCAP | US10 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 3 |
Median incremental investment | $6,993.50 | $1,749.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $9,932.63 | $4,719.60 |
Average age group | > 35 | > 35 |
Key Summary
RCAP | US10 | |
|---|---|---|
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 | US10.AX was created on 2023-09-22 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg U.S. Treasury: 7-10 Year Total Return Index Hedged AUD, before taking into account fees and expenses. |
Top 3 holdings | Welltower Inc (8.86 %) Equinix Inc (7.33 %) Digital Realty Trust Inc (7.22 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY NOTE/BOND 4.375% MAY-34 (9.91 %) |
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 % | 0.22 % |
Key Summary
RCAP | US10 | |
|---|---|---|
Issuer | Resolution Capital | BetaShares |
Tracking index | Bloomberg U.S. Treasury 7-10 Year Total Return Index - Hedged to AUD - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.22 % |
Price | $1.62 | $49.84 |
Size | N/A | $25.522 million |
10Y return | 0.78 % | N/A |
Annual distribution yield (5Y) | 1.64 % | 0.73 % |
Market | ASX | ASX |
First listed date | 21/02/2022 | 25/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RCAP | US10 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 3 |
Median incremental investment | $6,993.50 | $1,749.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $9,932.63 | $4,719.60 |
Average age group | > 35 | > 35 |
Pros and Cons
RCAP | US10 | |
|---|---|---|
Pros |
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Cons |
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RCAP | US10 |
|---|---|
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 |