Compare AU
Compare FCAP vs. BOND
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 BOND. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | BOND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 10 |
Median incremental investment | $871.75 | $520.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,910.74 | $870.78 |
Average age group | > 35 | 26 - 35 |
Key Summary
FCAP | BOND | |
|---|---|---|
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. | BOND.AX was created on 2012-07-26 by SPDR. The fund's investment portfolio concentrates primarily on investment grade fixed income. The SPDR S&P/ASX Australian Bond Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX Australian Fixed Interest Index. |
Top 3 holdings | Fidelity Global Future Leaders Active ETF (100 %) | Australia (Commonwealth of) 0.5% (2.07 %) Australia (Commonwealth of) 4.5% (2.07 %) Australia (Commonwealth of) 4.75% (2.01 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 1.1 % | 0.24 % |
Key Summary
FCAP | BOND | |
|---|---|---|
Issuer | Fidelity | SPDR |
Tracking index | S&P/ASX Australian Fixed Interest Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.24 % |
Price | $12.11 | $25.29 |
Size | $5.017 million | $40.109 million |
10Y return | N/A | -5.21 % |
Annual dividend/ distribution yield (5Y) | - % | 1.18 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 27/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | BOND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 10 |
Median incremental investment | $871.75 | $520.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,910.74 | $870.78 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
FCAP | BOND | |
|---|---|---|
Pros |
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Cons |
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FCAP | BOND |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |