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Compare FCAP vs. AEBD
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 Ethical Australian Composite Bond ETF (AEBD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | AEBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 1 |
Median incremental investment | $993.50 | $5,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,983.44 | $5,050.98 |
Average age group | > 35 | > 35 |
Key Summary
FCAP | AEBD | |
|---|---|---|
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. | AEBD.AX was created on 2024-11-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Australian Enhanced Yield Ethically Screened Composite Bond Index, before taking into account fees and expenses. |
Top 3 holdings | CBRE Group Inc Class A (3.36 %) AppLovin Corp Ordinary Shares - Class A (3.25 %) Expedia Group Inc (2.87 %) | BRITISH COLUMBIA PROV OF 5.2% MAY-36 (2.28 %) AIRSERVICES AUSTRALIA 5.35% NOV-37 (1.53 %) AUSTRALIAN GOVERNMENT 2.75% JUN-35 (1.39 %) |
Top 3 industries | Information Technology (34.74 %) Communication Services (23.76 %) Other (20.09 %) | |
Top 3 countries | ||
Management fee | 1.1 % | 0.34 % |
Key Summary
FCAP | AEBD | |
|---|---|---|
Issuer | Fidelity | BetaShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.34 % |
Price | $12.03 | $50.68 |
Size | $8.745 million | $64.947 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 2.07 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 05/11/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | AEBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 1 |
Median incremental investment | $993.50 | $5,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,983.44 | $5,050.98 |
Average age group | > 35 | > 35 |
Pros and Cons
FCAP | AEBD | |
|---|---|---|
Pros |
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Cons |
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FCAP | AEBD |
|---|---|
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |