Back
Compare AU
Compare FCAP vs. DJRE
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 State Street SPDR Dow Jones Gbl Real Estate Esg Tilted ETF (DJRE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | DJRE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 127 |
Median incremental investment | $993.50 | $1,046.08 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,802.14 | $4,235.07 |
Average age group | > 35 | > 35 |
Key Summary
FCAP | DJRE | |
|---|---|---|
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. | DJRE.AX was created on 2013-11-01 by State Street . The fund's investment portfolio concentrates primarily on real estate equity. The ETF currently has 530.12m in AUM and 223 holdings. The State Street SPDR Dow Jones Global Real Estate ESG Tilted ETF seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select ESG Tilted Real Estate Securities Index. |
Top 3 holdings | CBRE Group Inc Class A (3.50 %) Comfort Systems USA Inc (3.16 %) Expedia Group Inc (2.65 %) | Prologis Inc (8.35 %) Welltower Inc (7.65 %) Public Storage (6.67 %) |
Top 3 industries | Information Technology (34.74 %) Communication Services (23.76 %) Other (20.09 %) | Real Estate (100.00 %) Other (5.20 %) |
Top 3 countries | United States (58.39 %) United Kingdom of Great Britain and Northern Ireland (8.22 %) Canada (6.54 %) | United States (71.31 %) Japan (9.05 %) United Kingdom of Great Britain and Northern Ireland (3.07 %) |
Management fee | 1.1 % | 0.2 % |
Key Summary
FCAP | DJRE | |
|---|---|---|
Issuer | Fidelity | State Street |
Tracking index | Dow Jones Global Select ESG Tilted Real Estate Securities Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.2 % |
Price | $10.34 | $21.07 |
Size | $7.868 million | $521.746 million |
10Y return | N/A | 1.59 % |
Annual distribution yield (5Y) | 3.86 % | 3.62 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | DJRE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 127 |
Median incremental investment | $993.50 | $1,046.08 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,802.14 | $4,235.07 |
Average age group | > 35 | > 35 |
Pros and Cons
FCAP | DJRE | |
|---|---|---|
Pros |
|
|
Cons |
|
|
FCAP | DJRE |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |