Compare AU
Compare FCAP vs. AUMF
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 AUMF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 3 |
Median incremental investment | $871.75 | $133.96 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,910.74 | $1,450.17 |
Average age group | > 35 | 26 - 35 |
Key Summary
FCAP | AUMF | |
|---|---|---|
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. | AUMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI Australia IMI Diversified Multiple Factor (AUD) Index, before fees and expenses. The index is designed to measure the performance of Australian equities that have favorable exposure to four target style factors subject to constraints. |
Top 3 holdings | Fidelity Global Future Leaders Active ETF (100 %) | COMMONWEALTH BANK OF AUSTRALIA (8.80 %) BHP GROUP LTD (6.59 %) RIO TINTO LTD (3.89 %) |
Top 3 industries | Financials (29.87 %) Materials (20.37 %) Industrials (11.24 %) | |
Top 3 countries | Australia (99.45 %) China (0.55 %) | |
Management fee | 1.1 % | 0.3 % |
Key Summary
FCAP | AUMF | |
|---|---|---|
Issuer | Fidelity | iShares |
Tracking index | MSCI Australia IMI Diversified Multiple-Factor Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.3 % |
Price | $12.23 | $35.37 |
Size | $5.017 million | $82.978 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 5.35 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 3 |
Median incremental investment | $871.75 | $133.96 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,910.74 | $1,450.17 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
FCAP | AUMF | |
|---|---|---|
Pros |
| |
Cons |
|
FCAP | AUMF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |