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Compare FCAP vs. INES
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 Intelligent Investor Eth Share Fund - Active ETF (INES). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 17 |
Median incremental investment | $993.50 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,837.37 | $5,163.64 |
Average age group | > 35 | > 35 |
Key Summary
FCAP | INES | |
|---|---|---|
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. | INES.AX was created on 2019-06-11 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To invest in a portfolio of ethically and socially responsible undervalued stocks to achieve medium to long-term capital growth. |
Top 3 holdings | CBRE Group Inc Class A (3.50 %) Comfort Systems USA Inc (3.16 %) Expedia Group Inc (2.65 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.48 %) Visa Inc Class A (5.91 %) Constellation Software Inc (5.10 %) |
Top 3 industries | Information Technology (34.74 %) Communication Services (23.76 %) Other (20.09 %) | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) |
Top 3 countries | United States (58.39 %) United Kingdom of Great Britain and Northern Ireland (8.22 %) Canada (6.54 %) | Australia (44.55 %) United States (18.62 %) Canada (14.34 %) |
Management fee | 1.1 % | 0.97 % |
Key Summary
FCAP | INES | |
|---|---|---|
Issuer | Fidelity | Intelligent Investor |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.97 % |
Price | $10.36 | $3.27 |
Size | $7.868 million | $66.459 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 3.86 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 17 |
Median incremental investment | $993.50 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,837.37 | $5,163.64 |
Average age group | > 35 | > 35 |
Pros and Cons
FCAP | INES | |
|---|---|---|
Pros |
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Cons |
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FCAP | INES |
|---|---|
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 |