Compare AU
Compare SFY vs. RCAP
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 SPDR S&P/ASX 50 Fund (SFY) and the Resolution Cap Global Prop Sec (Managed Fund) (RCAP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SFY | RCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 3 |
Median incremental investment | $550.00 | $6,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,220.18 | $10,212.79 |
Average age group | 26 - 35 | > 35 |
Key Summary
SFY | RCAP | |
|---|---|---|
Strategy | SFY.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 792.92m in AUM and 52 holdings. The Investment Objective of each Fund is to match the performance of its Index before fees and other costs. | 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 |
Top 3 holdings | Commonwealth Bank of Australia (12.83 %) BHP Group Ltd (10.07 %) CSL Ltd (6.63 %) | Welltower Inc (8.93 %) Equinix Inc (6.60 %) Ventas Inc (6.50 %) |
Top 3 industries | Financials (54.60 %) Materials (17.51 %) Health Care (11.26 %) | Real Estate (100.00 %) |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | United States (60.84 %) United Kingdom of Great Britain and Northern Ireland (11.25 %) France (6.53 %) |
Management fee | 0.2 % | 0.8 % |
Key Summary
SFY | RCAP | |
|---|---|---|
Issuer | SPDR | Resolution Capital |
Tracking index | S&P/ASX 50 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.8 % |
Price | $73.95 | $1.685 |
Size | $782.231 million | N/A |
10Y return | 42.90 % | 17.50 % |
Annual distribution yield (5Y) | 5.79 % | 1.59 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 21/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | RCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 3 |
Median incremental investment | $550.00 | $6,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,220.18 | $10,212.79 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SFY | RCAP | |
|---|---|---|
Pros |
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Cons |
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SFY | RCAP |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |