Compare AU
Compare FCAP vs. GPEQ
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 GPEQ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | GPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 30 |
Median incremental investment | $695.00 | $795.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,509.48 | $1,989.77 |
Average age group | 26 - 35 | > 35 |
Key Summary
FCAP | GPEQ | |
|---|---|---|
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. | GPEQ.AX was created on 2021-11-23 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. GPEQ.AX gives investors a diversified portfolio of the 50 largest and most liquid global listed private equity companies. GPEQ.AX aims to provide investment returns before fees and other costs which track the performance of the Index. |
Top 3 holdings | Fidelity Global Future Leaders Active ETF (100 %) | Blackstone Inc (9.71 %) Apollo Global Management Inc Class A (9.28 %) KKR & Co Inc Ordinary Shares (9.23 %) |
Top 3 industries | Financials (100.00 %) | |
Top 3 countries | United States (70.14 %) Switzerland (8.64 %) Sweden (6.30 %) | |
Management fee | 1.1 % | 0.65 % |
Key Summary
FCAP | GPEQ | |
|---|---|---|
Issuer | Fidelity | VanEck |
Tracking index | LPX 50 Index | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.65 % |
Price | $11.98 | $26.01 |
Size | $3.891 million | $52.836 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 1.49 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 24/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | GPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 30 |
Median incremental investment | $695.00 | $795.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,509.48 | $1,989.77 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
FCAP | GPEQ | |
|---|---|---|
Pros |
| |
Cons |
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FCAP | GPEQ |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |