Compare AU
Compare VSO 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 Vanguard MSCI Australian Small Companies Index ETF (VSO) 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
VSO | RCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 233 | 3 |
Median incremental investment | $1,000.00 | $6,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,202.86 | $9,659.25 |
Average age group | > 35 | > 35 |
Key Summary
VSO | RCAP | |
|---|---|---|
Strategy | VSO.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on small cap equity. Vanguard MSCI Australian Small Companies Index ETF seeks to track the return of the MSCI Australian Shares Small Cap Index before taking into account fees, expenses and tax. | 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 | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) | Welltower Inc (8.57 %) Equinix Inc (7.60 %) Digital Realty Trust Inc (6.10 %) |
Top 3 industries | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) | Real Estate (100.00 %) |
Top 3 countries | Australia (98.99 %) China (0.62 %) United States (0.26 %) | United States (60.84 %) United Kingdom of Great Britain and Northern Ireland (11.25 %) France (6.53 %) |
Management fee | 0.3 % | 0.8 % |
Key Summary
VSO | RCAP | |
|---|---|---|
Issuer | Vanguard | Resolution Capital |
Tracking index | MSCI Australian Shares Small Cap Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.8 % |
Price | $64.79 | $1.59 |
Size | N/A | N/A |
10Y return | 41.80 % | 0.72 % |
Annual distribution yield (5Y) | 5.40 % | 1.64 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 21/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VSO | RCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 233 | 3 |
Median incremental investment | $1,000.00 | $6,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,202.86 | $9,659.25 |
Average age group | > 35 | > 35 |
Pros and Cons
VSO | RCAP | |
|---|---|---|
Pros |
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Cons |
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VSO | 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 |