Compare AU
Compare RCAP vs. VSO
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 Vanguard MSCI Australian Small Companies Index ETF (VSO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RCAP | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 232 |
Median incremental investment | $6,993.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $9,780.75 | $2,329.34 |
Average age group | > 35 | > 35 |
Key Summary
RCAP | VSO | |
|---|---|---|
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 | VSO.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on small cap equity. Vanguard MSCI Australian Small Companies Index ETF seeks to track the return of the MSCI Australian Shares Small Cap Index before taking into account fees, expenses and tax. |
Top 3 holdings | Welltower Inc (8.78 %) Digital Realty Trust Inc (7.11 %) Equinix Inc (6.88 %) | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) |
Top 3 industries | Real Estate (100.00 %) | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) |
Top 3 countries | United States (60.84 %) United Kingdom of Great Britain and Northern Ireland (11.25 %) France (6.53 %) | Australia (98.99 %) China (0.62 %) United States (0.26 %) |
Management fee | 0.8 % | 0.3 % |
Key Summary
RCAP | VSO | |
|---|---|---|
Issuer | Resolution Capital | Vanguard |
Tracking index | MSCI Australian Shares Small Cap Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.3 % |
Price | $1.61 | $69.08 |
Size | N/A | N/A |
10Y return | 3.39 % | 64.91 % |
Annual distribution yield (5Y) | 1.64 % | 5.40 % |
Market | ASX | ASX |
First listed date | 21/02/2022 | 26/05/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RCAP | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 232 |
Median incremental investment | $6,993.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $9,780.75 | $2,329.34 |
Average age group | > 35 | > 35 |
Pros and Cons
RCAP | VSO | |
|---|---|---|
Pros |
|
|
Cons |
|
|
RCAP | VSO |
|---|---|
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 |