Compare AU
Compare FCAP vs. ISEC
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 ISEC. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | ISEC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 3 |
Median incremental investment | $695.00 | $1,096.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,509.48 | $1,207.44 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
FCAP | ISEC | |
|---|---|---|
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. | ISEC.AX was created on 2017-06-02 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investors with performance, before fees and expenses, in excess of the performance of an index comprised of Australian bank bills. |
Top 3 holdings | Fidelity Global Future Leaders Active ETF (100 %) | RBC MONEY MARKET 11AM (11.99 %) UNITED OVERSEAS BANK LTD (SYDNEY B (7.66 %) OVERSEA-CHINESE BANKING CORPORATIO (5.81 %) |
Top 3 industries | Other (99.33 %) Communication Services (0.87 %) Consumer Discretionary (0.67 %) | |
Top 3 countries | ||
Management fee | 1.1 % | 0.12 % |
Key Summary
FCAP | ISEC | |
|---|---|---|
Issuer | Fidelity | iShares |
Tracking index | S&P/ASX Bank Bill Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.12 % |
Price | $11.98 | $100.62 |
Size | $3.891 million | $253.699 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 2.05 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 06/06/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | ISEC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 3 |
Median incremental investment | $695.00 | $1,096.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,509.48 | $1,207.44 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
FCAP | ISEC | |
|---|---|---|
Pros |
| |
Cons |
|
FCAP | ISEC |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |