Compare AU
Compare FCAP vs. IHCB
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 IHCB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | IHCB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 4 |
Median incremental investment | $695.00 | $2,790.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,508.22 | $4,105.13 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
FCAP | IHCB | |
|---|---|---|
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. | IHCB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging). The index is designed to measure the AUD hedged performance of the global investment grade corporate fixedrate debt market. |
Top 3 holdings | Fidelity Global Future Leaders Active ETF (100 %) | ISH GLBL CRP BND ETF USD DIST (102.42 %) USD CASH (0.09 %) AUD CASH (0.02 %) |
Top 3 industries | Other (82.47 %) Communication Services (0.00 %) | |
Top 3 countries | ||
Management fee | 1.1 % | 0.27 % |
Key Summary
FCAP | IHCB | |
|---|---|---|
Issuer | Fidelity | iShares |
Tracking index | Bloomberg Barclays Global Aggregate Corporate Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.27 % |
Price | $11.97 | $92.25 |
Size | $2.861 million | $312.745 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 3.35 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 09/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | IHCB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 4 |
Median incremental investment | $695.00 | $2,790.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,508.22 | $4,105.13 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
FCAP | IHCB | |
|---|---|---|
Pros |
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Cons |
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FCAP | IHCB |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |