Compare AU
Compare FCAP vs. INCM
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 INCM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 13 |
Median incremental investment | $871.75 | $1,293.46 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,910.74 | $4,850.10 |
Average age group | > 35 | > 35 |
Key Summary
FCAP | INCM | |
|---|---|---|
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. | INCM.AX was created on 2018-10-18 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The fund aims to track the performance of an index (before fees and expenses) that comprises 100 high-yielding global companies (ex-Australia) selected for their potential to generate attractive and sustainable income. |
Top 3 holdings | Fidelity Global Future Leaders Active ETF (100 %) | MSCI WORLD INDEX MAR25 (0 %) AT&T INC (2.39 %) VERIZON COMMUNICATIONS INC (2.25 %) |
Top 3 industries | Other (29.23 %) Utilities (22.86 %) Financials (11.85 %) | |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | |
Management fee | 1.1 % | 0.45 % |
Key Summary
FCAP | INCM | |
|---|---|---|
Issuer | Fidelity | BetaShares |
Tracking index | Nasdaq Global Income Leaders Index - USD-US Dollar | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.45 % |
Price | $12.11 | $18.84 |
Size | $5.017 million | $38.698 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 4.16 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 13 |
Median incremental investment | $871.75 | $1,293.46 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,910.74 | $4,850.10 |
Average age group | > 35 | > 35 |
Pros and Cons
FCAP | INCM | |
|---|---|---|
Pros |
| |
Cons |
|
FCAP | INCM |
|---|---|
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 |