Compare AU
Compare FCAP vs. HGBL
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 HGBL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 59 |
Median incremental investment | $695.00 | $3,998.73 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,505.70 | $15,561.00 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
FCAP | HGBL | |
|---|---|---|
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. | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. |
Top 3 holdings | Fidelity Global Future Leaders Active ETF (100 %) | Betashares Global Shares ETF (100.00 %) |
Top 3 industries | Other (29.91 %) Information Technology (23.98 %) Health Care (8.49 %) | |
Top 3 countries | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) | |
Management fee | 1.1 % | 0.11 % |
Key Summary
FCAP | HGBL | |
|---|---|---|
Issuer | Fidelity | BetaShares |
Tracking index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.11 % |
Price | $11.90 | $68.08 |
Size | $2.861 million | $1.064 billion |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 0.43 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 59 |
Median incremental investment | $695.00 | $3,998.73 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,505.70 | $15,561.00 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
FCAP | HGBL | |
|---|---|---|
Pros |
| |
Cons |
|
FCAP | HGBL |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |