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Compare FCAP vs. AQLT
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 Australian Quality ETF (AQLT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | AQLT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 121 |
Median incremental investment | $993.50 | $1,990.48 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,818.40 | $5,011.44 |
Average age group | > 35 | > 35 |
Key Summary
FCAP | AQLT | |
|---|---|---|
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. | AQLT.AX was created on 2022-04-04 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 1027.88m in AUM and 39 holdings. AQLT.AX aims to track an index (before fees and expenses) that comprises 40 high quality companies, selected based on three quality metrics high return on equity, low leverage and relative earnings stability. |
Top 3 holdings | Comfort Systems USA Inc (3.96 %) Halma PLC (3.07 %) CBRE Group Inc Class A (3.03 %) | SPI 200 FUTURES JUN26 (0 %) BHP GROUP LTD (7.22 %) TELSTRA GROUP LTD (6.48 %) |
Top 3 industries | Information Technology (34.74 %) Communication Services (23.76 %) Other (20.09 %) | Financials (36.51 %) Consumer Discretionary (13.82 %) Materials (13.48 %) |
Top 3 countries | United States (58.39 %) United Kingdom of Great Britain and Northern Ireland (8.22 %) Canada (6.54 %) | Australia (93.77 %) United States (5.06 %) New Zealand (1.17 %) |
Management fee | 1.1 % | 0.35 % |
Key Summary
FCAP | AQLT | |
|---|---|---|
Issuer | Fidelity | BetaShares |
Tracking index | Solactive Australia 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.35 % |
Price | $10.46 | $33.06 |
Size | $7.118 million | $1.019 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 3.07 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 05/04/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | AQLT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 121 |
Median incremental investment | $993.50 | $1,990.48 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,818.40 | $5,011.44 |
Average age group | > 35 | > 35 |
Pros and Cons
FCAP | AQLT | |
|---|---|---|
Pros |
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Cons |
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FCAP | AQLT |
|---|---|
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 |