Compare AU

Compare STW vs. RCAP

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

S&P Aussie 200

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 S&P Aussie 200 (STW) 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

STW

RCAP

Popularity

Low

Low

Pearlers invested

346

3

Median incremental investment

$1,002.28

$6,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,432.08

$10,212.79

Average age group

> 35

> 35


Key Summary

STW

RCAP

Strategy

STW.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 5766.44m in AUM and 203 holdings. The SPDR S&P/ASX 200 Fund, seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 Index.

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 (10.31 %)

BHP Group Ltd (8.09 %)

CSL Ltd (5.32 %)

Welltower Inc (8.93 %)

Equinix Inc (6.60 %)

Ventas Inc (6.50 %)

Top 3 industries

Financials (55.60 %)

Materials (17.10 %)

Health Care (11.24 %)

Real Estate (100.00 %)

Top 3 countries

Australia (94.83 %)

United States (3.10 %)

New Zealand (1.58 %)

United States (60.84 %)

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

France (6.53 %)

Management fee

0.05 %

0.8 %


Key Summary

STW

RCAP

Issuer

SPDR

Resolution Capital

Tracking index

S&P ASX 200

Asset class

ETF

ETF

Management fee

0.05 %

0.8 %

Price

$75.12

$1.685

Size

$5.718 billion

N/A

10Y return

52.84 %

17.50 %

Annual distribution yield (5Y)

5.64 %

1.59 %

Market

ASX

ASX

First listed date

27/08/2001

21/02/2022

Purchase fee

$6.50

$6.50


Community Stats

STW

RCAP

Popularity

Low

Low

Pearlers invested

346

3

Median incremental investment

$1,002.28

$6,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,432.08

$10,212.79

Average age group

> 35

> 35


Pros and Cons

STW

RCAP

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

STW

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

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