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Compare FCAP vs. ALFA
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 VanEck Australian Long Short Complex ETF (ALFA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | ALFA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 15 |
Median incremental investment | $993.50 | $1,000.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,826.53 | $1,038.22 |
Average age group | > 35 | > 35 |
Key Summary
FCAP | ALFA | |
|---|---|---|
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. | ALFA.AX was created on 2025-01-21 by VanEck. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Benchmark) over the medium to long term after fees and other costs. There is no guarantee that this objective will be achieved. |
Top 3 holdings | Comfort Systems USA Inc (3.96 %) Halma PLC (3.07 %) CBRE Group Inc Class A (3.03 %) | IGO Ltd (3.93 %) Kingsgate Consolidated Ltd (3.87 %) MA Financial Group Ltd (3.55 %) |
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 %) | Australia (100.00 %) |
Management fee | 1.1 % | 0.39 % |
Key Summary
FCAP | ALFA | |
|---|---|---|
Issuer | Fidelity | VanEck |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.39 % |
Price | $10.40 | $22.55 |
Size | $7.118 million | $26.094 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 0.51 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 22/01/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | ALFA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 15 |
Median incremental investment | $993.50 | $1,000.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,826.53 | $1,038.22 |
Average age group | > 35 | > 35 |
Pros and Cons
FCAP | ALFA | |
|---|---|---|
Pros |
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Cons |
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FCAP | ALFA |
|---|---|
Lower exposure to AU market | Higher 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 |