Compare AU

Compare RCAP vs. WDMF

Compare shares and ETFs on the ASX that you can trade on Pearler.

Resolution Cap Global Prop Sec (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 iShares World Equity Factor ETF (WDMF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

RCAP

WDMF

Popularity

Low

Low

Pearlers invested

3

1

Median incremental investment

$6,993.50

$15,993.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$10,394.62

$144,587.04

Average age group

> 35

> 35


Key Summary

RCAP

WDMF

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

WDMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 165.37m in AUM and 437 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses.

Top 3 holdings

Welltower Inc (8.93 %)

Equinix Inc (6.60 %)

Ventas Inc (6.50 %)

MICROSOFT CORP (4.67 %)

APPLE INC (4.18 %)

NVIDIA CORP (4.14 %)

Top 3 industries

Real Estate (100.00 %)

Information Technology (26.81 %)

Financials (15.04 %)

Consumer Discretionary (12.37 %)

Top 3 countries

United States (60.84 %)

United Kingdom of Great Britain and Northern Ireland (11.25 %)

France (6.53 %)

United States (68.87 %)

Japan (7.42 %)

Canada (2.86 %)

Management fee

0.8 %

0.35 %


Key Summary

RCAP

WDMF

Issuer

Resolution Capital

iShares

Tracking index

MSCI World Diversified Multiple-Factor (AUD) Index - AUD

Asset class

ETF

ETF

Management fee

0.8 %

0.35 %

Price

$1.715

$47.94

Size

N/A

$170.805 million

10Y return

17.75 %

N/A

Annual distribution yield (5Y)

1.59 %

5.03 %

Market

ASX

ASX

First listed date

21/02/2022

14/10/2016

Purchase fee

$6.50

$6.50


Community Stats

RCAP

WDMF

Popularity

Low

Low

Pearlers invested

3

1

Median incremental investment

$6,993.50

$15,993.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$10,394.62

$144,587.04

Average age group

> 35

> 35


Pros and Cons

RCAP

WDMF

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

RCAP

WDMF

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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