Compare AU
Compare FCAP vs. BEAR
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 BEAR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 3 |
Median incremental investment | $695.00 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,509.48 | $2,270.32 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
FCAP | BEAR | |
|---|---|---|
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. | BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises). |
Top 3 holdings | Fidelity Global Future Leaders Active ETF (100 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | |
Top 3 countries | ||
Management fee | 1.1 % | 1.38 % |
Key Summary
FCAP | BEAR | |
|---|---|---|
Issuer | Fidelity | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.1 % | 1.38 % |
Price | $11.98 | $7.67 |
Size | $2.861 million | $42.599 million |
10Y return | N/A | -58.90 % |
Annual dividend/ distribution yield (5Y) | - % | 0.28 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 3 |
Median incremental investment | $695.00 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,509.48 | $2,270.32 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
FCAP | BEAR | |
|---|---|---|
Pros |
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Cons |
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FCAP | BEAR |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |