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Compare DAOR 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 Aoris Int Fund (Class D) (Hedged) Active ETF (DAOR) 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
DAOR | FCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 13 |
Median incremental investment | $2,993.50 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,105.77 | $2,807.56 |
Average age group | > 35 | > 35 |
Key Summary
DAOR | FCAP | |
|---|---|---|
Strategy | DAOR.AX was created on 2023-05-01 by AORIS. The fund's investment portfolio concentrates primarily on total market equity. This class aims to achieve annualised returns in excess of the benchmark after all fees and expenses measured over a market cycle, which we consider to be seven years. Returns are not guaranteed. | 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 | Microsoft Corp (8.85 %) Visa Inc Class A (8.71 %) Halma PLC (8.65 %) | CBRE Group Inc Class A (3.50 %) Comfort Systems USA Inc (3.16 %) Expedia Group Inc (2.65 %) |
Top 3 industries | Information Technology (42.85 %) Industrials (35.80 %) Financials (11.06 %) | Information Technology (34.74 %) Communication Services (23.76 %) Other (20.09 %) |
Top 3 countries | United States (46.19 %) United Kingdom of Great Britain and Northern Ireland (42.87 %) France (7.05 %) | United States (58.39 %) United Kingdom of Great Britain and Northern Ireland (8.22 %) Canada (6.54 %) |
Management fee | 1.15 % | 1.1 % |
Key Summary
DAOR | FCAP | |
|---|---|---|
Issuer | AORIS | Fidelity |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.15 % | 1.1 % |
Price | $1.785 | $10.34 |
Size | N/A | $7.868 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.00 % | 3.86 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 30/05/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DAOR | FCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 13 |
Median incremental investment | $2,993.50 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,105.77 | $2,807.56 |
Average age group | > 35 | > 35 |
Pros and Cons
DAOR | FCAP | |
|---|---|---|
Pros |
| |
Cons |
|
DAOR | FCAP |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |