Compare AU
Compare FCAP vs. AESG
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are FCAP and AESG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | AESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 1 |
Median incremental investment | $695.00 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,509.48 | $4,089.12 |
Average age group | 26 - 35 | > 35 |
Key Summary
FCAP | AESG | |
|---|---|---|
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. | AESG.AX was created on 2022-08-09 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging). |
Top 3 holdings | Fidelity Global Future Leaders Active ETF (100 %) | iShares Global Aggt Bd ESG ETF AUD H Dis (99.94 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | |
Top 3 countries | ||
Management fee | 1.1 % | 0.19 % |
Key Summary
FCAP | AESG | |
|---|---|---|
Issuer | Fidelity | iShares |
Tracking index | Bloomberg MSCI Global Aggregate Sustainable and Green Bond SRI Index - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.19 % |
Price | $11.98 | $97.36 |
Size | $3.891 million | $79.642 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 0.84 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 10/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | AESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 1 |
Median incremental investment | $695.00 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,509.48 | $4,089.12 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
FCAP | AESG | |
|---|---|---|
Pros |
| |
Cons |
|
FCAP | AESG |
|---|---|
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |