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Compare ESGI 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 VanEck MSCI International Sustainable Equity ETF (ESGI) 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
ESGI | FCAP | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,219 | 10 |
Median incremental investment | $750.00 | $993.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,356.00 | $4,181.76 |
Average age group | 26 - 35 | > 35 |
Key Summary
ESGI | FCAP | |
|---|---|---|
Strategy | The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes. | 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 | Applied Materials Inc (5.89 %) ASML Holding NV (5.41 %) Palo Alto Networks Inc (5.08 %) | Comfort Systems USA Inc (4.62 %) STMicroelectronics NV (4.40 %) BE Semiconductor Industries NV (3.28 %) |
Top 3 industries | Information Technology (68.85 %) Financials (20.56 %) Other (16.69 %) | Information Technology (34.74 %) Communication Services (23.76 %) Other (20.09 %) |
Top 3 countries | United States (46.53 %) Japan (13.58 %) Netherlands (9.23 %) | United States (58.39 %) United Kingdom of Great Britain and Northern Ireland (8.22 %) Canada (6.54 %) |
Management fee | 0.55 % | 1.1 % |
Key Summary
ESGI | FCAP | |
|---|---|---|
Issuer | VanEck | Fidelity |
Tracking index | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 1.1 % |
Price | $38.11 | $11.93 |
Size | $250.843 million | $7.415 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.48 % | 3.04 % |
Market | ASX | ASX |
First listed date | 08/03/2018 | 30/05/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESGI | FCAP | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,219 | 10 |
Median incremental investment | $750.00 | $993.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,356.00 | $4,181.76 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ESGI | FCAP | |
|---|---|---|
Pros |
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Cons |
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ESGI | FCAP |
|---|---|
Lower exposure to AU market | Higher 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 |