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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, 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 Betashares S&P Global High Dividend Aristocrat ETF (INCM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 94 |
Median incremental investment | $993.50 | $1,027.89 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,802.14 | $1,449.14 |
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. INCM.AX aims to track the performance of an index (before fees and expenses) that provides exposure to companies which have increased or maintained dividends every year for at least 10 consecutive years within developed markets outside of Australia. |
Top 3 holdings | CBRE Group Inc Class A (3.50 %) Comfort Systems USA Inc (3.16 %) Expedia Group Inc (2.65 %) | MICROSOFT CORP (5.89 %) APPLE INC (5.26 %) BROADCOM INC (5.20 %) |
Top 3 industries | Information Technology (34.74 %) Communication Services (23.76 %) Other (20.09 %) | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) |
Top 3 countries | United States (58.39 %) United Kingdom of Great Britain and Northern Ireland (8.22 %) Canada (6.54 %) | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) |
Management fee | 1.1 % | 0.45 % |
Key Summary
FCAP | INCM | |
|---|---|---|
Issuer | Fidelity | BetaShares |
Tracking index | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.45 % |
Price | $10.34 | $18.82 |
Size | $7.118 million | $85.977 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 4.32 % |
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 | 13 | 94 |
Median incremental investment | $993.50 | $1,027.89 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,802.14 | $1,449.14 |
Average age group | > 35 | > 35 |
Pros and Cons
FCAP | INCM | |
|---|---|---|
Pros |
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Cons |
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FCAP | INCM |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |