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, shares and ETFs are a popular choice. Two options in the ASX are RCB and GPEQ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
RCB | GPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 31 |
Median incremental investment | $739.83 | $796.27 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,265.76 | $2,099.20 |
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. 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 | Russell Investments Australian Select Corporate Bond ETF (100 %) | Blackstone Inc (9.71 %) Apollo Global Management Inc Class A (9.28 %) KKR & Co Inc Ordinary Shares (9.23 %) |
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 | $20.23 | $25.60 |
Size | $266.143 million | $50.537 million |
10Y return | -1.94 % | N/A |
Annual dividend/ 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 | 31 |
Median incremental investment | $739.83 | $796.27 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,265.76 | $2,099.20 |
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 |