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Compare FCAP vs. IMPQ
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Fidelity Global Future Leaders Active ETF (FCAP) and the Perennial Better Future Active ETF (IMPQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | IMPQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 549 |
Median incremental investment | $993.50 | $612.84 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,943.06 | $940.95 |
Average age group | > 35 | 26 - 35 |
Key Summary
FCAP | IMPQ | |
|---|---|---|
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. | IMPQ.AX was created on 2021-09-29 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to deliver long-term capital growth predominately through investments in Australian and New Zealand listed smaller and mid-cap companies that are Better Future Investments. |
Top 3 holdings | CBRE Group Inc Class A (3.50 %) Comfort Systems USA Inc (3.16 %) Expedia Group Inc (2.65 %) | Meridian Energy Ltd (5.80 %) Sims Ltd (5.37 %) NIB Holdings Ltd (5.31 %) |
Top 3 industries | Information Technology (34.74 %) Communication Services (23.76 %) Other (20.09 %) | Financials (27.32 %) Real Estate (17.06 %) Health Care (15.77 %) |
Top 3 countries | United States (58.39 %) United Kingdom of Great Britain and Northern Ireland (8.22 %) Canada (6.54 %) | Australia (83.63 %) New Zealand (14.33 %) United States (2.04 %) |
Management fee | 1.1 % | 0.99 % |
Key Summary
FCAP | IMPQ | |
|---|---|---|
Issuer | Fidelity | Perennial |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.99 % |
Price | $10.86 | $4.59 |
Size | $7.868 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 2.43 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 23/05/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | IMPQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 549 |
Median incremental investment | $993.50 | $612.84 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,943.06 | $940.95 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
FCAP | IMPQ | |
|---|---|---|
Pros |
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Cons |
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FCAP | IMPQ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |