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Compare AYLD vs. FCAP
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 Global X S&P/ASX 200 Covered Call Complex ETF (AYLD) and the Fidelity Global Future Leaders Active ETF (FCAP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AYLD | FCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 13 |
Median incremental investment | $1,243.50 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,932.45 | $2,913.25 |
Average age group | > 35 | > 35 |
Key Summary
AYLD | FCAP | |
|---|---|---|
Strategy | AYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P/ASX BuyWrite Index | FCAP.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on extended market equity. To achieve returns in excess of the benchmark (MSCIWorld Mid Cap Index NR) over the medium to long term. |
Top 3 holdings | Commonwealth Bank of Australia (10.26 %) BHP Group Ltd (9.56 %) Westpac Banking Corp (5.21 %) | CBRE Group Inc Class A (3.36 %) AppLovin Corp Ordinary Shares - Class A (3.25 %) Expedia Group Inc (2.87 %) |
Top 3 industries | Financials (54.87 %) Materials (16.67 %) Health Care (10.24 %) | Information Technology (34.74 %) Communication Services (23.76 %) Other (20.09 %) |
Top 3 countries | Australia (95.22 %) United States (3.21 %) New Zealand (0.60 %) | United States (58.39 %) United Kingdom of Great Britain and Northern Ireland (8.22 %) Canada (6.54 %) |
Management fee | 0.6 % | 1.1 % |
Key Summary
AYLD | FCAP | |
|---|---|---|
Issuer | Global X | Fidelity |
Tracking index | S&P/ASX 200 Index | |
Asset class | ETF | ETF |
Management fee | 0.6 % | 1.1 % |
Price | $10.15 | $10.75 |
Size | $91.990 million | $7.957 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 7.82 % | 3.86 % |
Market | ASX | ASX |
First listed date | 31/01/2023 | 30/05/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AYLD | FCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 13 |
Median incremental investment | $1,243.50 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,932.45 | $2,913.25 |
Average age group | > 35 | > 35 |
Pros and Cons
AYLD | FCAP | |
|---|---|---|
Pros |
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Cons |
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AYLD | FCAP |
|---|---|
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 distribution yield | Lower distribution yield |