Back
Compare AU
Compare FCAP vs. 28BB
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 Fidelity Global Future Leaders Active ETF (FCAP) and the Betashares 2028 Fixed Term Corp Bond Active ETF (28BB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | 28BB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 1 |
Median incremental investment | $993.50 | $3,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,909.04 | $498.20 |
Average age group | > 35 | 26 - 35 |
Key Summary
FCAP | 28BB | |
|---|---|---|
Strategy | 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. | 28BB.AX was created on 2025-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investors with access to a diversified portfolio of fixed-rate, investment grade, Australian dollar denominated corporate bonds with maturity dates occurring between May 2027 and May 2028, inclusive. The Fund will target a monthly distribution of a fixed dollar amount per Unit (DPU Target). |
Top 3 holdings | CBRE Group Inc Class A (3.36 %) AppLovin Corp Ordinary Shares - Class A (3.25 %) Expedia Group Inc (2.87 %) | AUST & NZ BANKING GROUP 4.7% DEC-27 (3.14 %) FONTERRA COOPERATIVE GRP 4.0% NOV-27 (2.73 %) BLUE OWL CREDIT INCOME 6.5% OCT-27 (2.68 %) |
Top 3 industries | Information Technology (34.74 %) Communication Services (23.76 %) Other (20.09 %) | |
Top 3 countries | United States (58.39 %) United Kingdom of Great Britain and Northern Ireland (8.22 %) Canada (6.54 %) | |
Management fee | 1.1 % | 0 % |
Key Summary
FCAP | 28BB | |
|---|---|---|
Issuer | Fidelity | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.1 % | 0 % |
Price | $11.73 | $24.91 |
Size | $8.543 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 1.51 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 01/05/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | 28BB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 1 |
Median incremental investment | $993.50 | $3,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,909.04 | $498.20 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
FCAP | 28BB | |
|---|---|---|
Pros |
|
|
Cons |
|
|
FCAP | 28BB |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |