Compare AU
Compare FCAP vs. BSUB
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 BSUB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | BSUB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 7 |
Median incremental investment | $871.75 | $7,504.38 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,910.74 | $5,013.65 |
Average age group | > 35 | > 35 |
Key Summary
FCAP | BSUB | |
|---|---|---|
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. | BSUB.AX was created on 2024-05-06 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Major Bank Subordinated FRN Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Fidelity Global Future Leaders Active ETF (100 %) | COMMONWEALTH BANK OF AUSTRALIA 5.74% AUG-31 (11.00 %) NATIONAL AUSTRALIA BANK LTD 6.4463% NOV-31 (10.84 %) AUSTRALIA & NEW ZEALAND BANKING GROUP LTD 6.2899% JAN-34 (8.34 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 1.1 % | 0.29 % |
Key Summary
FCAP | BSUB | |
|---|---|---|
Issuer | Fidelity | BetaShares |
Tracking index | Solactive Australian Major Bank Subordinated FRN Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.29 % |
Price | $12.11 | $25.46 |
Size | $5.017 million | $180.190 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 0.64 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 07/05/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | BSUB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 7 |
Median incremental investment | $871.75 | $7,504.38 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,910.74 | $5,013.65 |
Average age group | > 35 | > 35 |
Pros and Cons
FCAP | BSUB | |
|---|---|---|
Pros |
| |
Cons |
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FCAP | BSUB |
|---|---|
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |