Compare AU

Compare FCAP vs. IJR

Compare shares and ETFs on the ASX that you can trade on Pearler.

Fidelity Global Future Leaders Active ETF

ASX

Buy

Buy

Overview
Performance

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 IJR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

FCAP

IJR

Popularity

Low

Low

Pearlers invested

7

80

Median incremental investment

$695.00

$2,018.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,499.40

$6,638.50

Average age group

26 - 35

> 35


Key Summary

FCAP

IJR

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.

IJR.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on small cap 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 small capitalisation US equities.

Top 3 holdings

Fidelity Global Future Leaders Active ETF (100 %)

Fabrinet (0.70 %)

Applied Industrial Technologies Inc (0.63 %)

Ensign Group Inc (0.61 %)

Top 3 industries

Other (99.85 %)

Communication Services (0.15 %)

Top 3 countries

United States (98.93 %)

Management fee

1.1 %

0.07 %


Key Summary

FCAP

IJR

Issuer

Fidelity

iShares

Tracking index

S&P Small Cap 600

Asset class

ETF

ETF

Management fee

1.1 %

0.07 %

Price

$11.97

$194.52

Size

$2.861 million

$736.752 million

10Y return

N/A

191.55 %

Annual dividend/โ€Šdistribution yield (5Y)

- %

1.24 %

Market

ASX

ASX

First listed date

30/05/2024

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

FCAP

IJR

Popularity

Low

Low

Pearlers invested

7

80

Median incremental investment

$695.00

$2,018.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,499.40

$6,638.50

Average age group

26 - 35

> 35


Pros and Cons

FCAP

IJR

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

FCAP

IJR

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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