Compare AU
Compare FCAP vs. IHD
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 IHD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 32 |
Median incremental investment | $871.75 | $677.39 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,910.74 | $1,412.32 |
Average age group | > 35 | > 35 |
Key Summary
FCAP | IHD | |
|---|---|---|
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. | IHD.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations |
Top 3 holdings | Fidelity Global Future Leaders Active ETF (100 %) | RIO TINTO LTD (9.97 %) FORTESCUE LTD (8.44 %) COMMONWEALTH BANK OF AUSTRALIA (8.30 %) |
Top 3 industries | Financials (43.16 %) Materials (22.60 %) Industrials (13.34 %) | |
Top 3 countries | Australia (99.25 %) New Zealand (0.75 %) | |
Management fee | 1.1 % | 0.23 % |
Key Summary
FCAP | IHD | |
|---|---|---|
Issuer | Fidelity | iShares |
Tracking index | S&P/ASX Dividend Opportunities Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.23 % |
Price | $12.11 | $14.66 |
Size | $5.017 million | $314.417 million |
10Y return | N/A | -5.36 % |
Annual dividend/ distribution yield (5Y) | - % | 7.51 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 32 |
Median incremental investment | $871.75 | $677.39 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,910.74 | $1,412.32 |
Average age group | > 35 | > 35 |
Pros and Cons
FCAP | IHD | |
|---|---|---|
Pros |
| |
Cons |
|
FCAP | IHD |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |