Compare AU
Compare RCB vs. GPEQ
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 Russell Investments Australian Select Corporate Bond ETF (RCB) and the VanEck Global Listed Private Equity ETF (GPEQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RCB | GPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 29 |
Median incremental investment | $1,200.00 | $795.59 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,401.42 | $2,122.98 |
Average age group | > 35 | > 35 |
Key Summary
RCB | GPEQ | |
|---|---|---|
Strategy | RCB.AX was created on 2012-03-08 by Russell. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide a total return before costs and tax, in line with DBIQ 0-4 year Investment Grade Australian Corporate Bond Index over the long term | GPEQ.AX was created on 2021-11-23 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 39.71m in AUM and 51 holdings. GPEQ.AX gives investors a diversified portfolio of the 50 largest and most liquid global listed private equity companies. GPEQ.AX aims to provide investment returns before fees and other costs which track the performance of the Index. |
Top 3 holdings | Westpac Banking Corp. 5% (14.34 %) National Australia Bank Ltd. 4.95% (13.12 %) Commonwealth Bank of Australia 4.9% (11.74 %) | KKR & Co Inc Ordinary Shares (8.77 %) Blackstone Inc (8.47 %) Apollo Global Management Inc Class A (8.06 %) |
Top 3 industries | Financials (100.00 %) | |
Top 3 countries | United States (70.14 %) Switzerland (8.64 %) Sweden (6.30 %) | |
Management fee | 0.28 % | 0.65 % |
Key Summary
RCB | GPEQ | |
|---|---|---|
Issuer | Russell | VanEck |
Tracking index | DBIQ 0-4 year Investment Grade Australian Corporate Bond Index - AUD | LPX 50 Index |
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.65 % |
Price | $20.19 | $25.89 |
Size | $283.625 million | $43.162 million |
10Y return | -1.61 % | N/A |
Annual distribution yield (5Y) | 2.22 % | 1.49 % |
Market | ASX | ASX |
First listed date | 13/03/2012 | 24/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RCB | GPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 29 |
Median incremental investment | $1,200.00 | $795.59 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,401.42 | $2,122.98 |
Average age group | > 35 | > 35 |
Pros and Cons
RCB | GPEQ | |
|---|---|---|
Pros |
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Cons |
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RCB | GPEQ |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |