Compare AU
Compare RCAP vs. WCMQ
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 WCM Quality Global Growth Fund (Quoted Managed Fund) (WCMQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RCAP | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $6,993.50 | $1,006.22 |
Median investment frequency | Monthly | Monthly |
Median total investment | $10,243.09 | $1,455.24 |
Average age group | > 35 | > 35 |
Key Summary
RCAP | WCMQ | |
|---|---|---|
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 | WCMQ.AX was created on 2018-09-03 by WCM. The fund's investment portfolio concentrates primarily on total market equity. To exceed the benchmark MSCI All Country World Index ex-Australia before taxes and fees over rolling three-year time periods, and to experience lower volatility than the benchmark. |
Top 3 holdings | Welltower Inc (8.93 %) Equinix Inc (6.60 %) Ventas Inc (6.50 %) | AppLovin Corp Ordinary Shares - Class A (6.22 %) GE Aerospace (4.72 %) Amazon.com Inc (4.70 %) |
Top 3 industries | Real Estate (100.00 %) | Information Technology (31.52 %) Other (17.50 %) Health Care (17.32 %) |
Top 3 countries | United States (60.84 %) United Kingdom of Great Britain and Northern Ireland (11.25 %) France (6.53 %) | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) |
Management fee | 0.8 % | 1.25 % |
Key Summary
RCAP | WCMQ | |
|---|---|---|
Issuer | Resolution Capital | WCM |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.8 % | 1.25 % |
Price | $1.69 | $10.86 |
Size | N/A | $383.482 million |
10Y return | 16.56 % | N/A |
Annual distribution yield (5Y) | 1.59 % | 3.86 % |
Market | ASX | ASX |
First listed date | 21/02/2022 | 03/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RCAP | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $6,993.50 | $1,006.22 |
Median investment frequency | Monthly | Monthly |
Median total investment | $10,243.09 | $1,455.24 |
Average age group | > 35 | > 35 |
Pros and Cons
RCAP | WCMQ | |
|---|---|---|
Pros |
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Cons |
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RCAP | WCMQ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |