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Compare FCAP vs. IWLD
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 iShares Core MSCI World Ex Australia Esg ETF (IWLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | IWLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 274 |
Median incremental investment | $993.50 | $1,579.27 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,940.35 | $3,873.21 |
Average age group | > 35 | > 35 |
Key Summary
FCAP | IWLD | |
|---|---|---|
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. | The IWLD ETF seeks to track the performance of the MSCI World ex-Australia Custom ESG Leaders Index before considering any fees, expenses, and taxes. |
Top 3 holdings | CBRE Group Inc Class A (3.50 %) Comfort Systems USA Inc (3.16 %) Expedia Group Inc (2.65 %) | NVIDIA CORP (10.89 %) MICROSOFT CORP (9.08 %) ALPHABET INC CLASS A (2.97 %) |
Top 3 industries | Information Technology (34.74 %) Communication Services (23.76 %) Other (20.09 %) | Information Technology (31.91 %) Financials (15.96 %) Industrials (10.92 %) |
Top 3 countries | United States (58.39 %) United Kingdom of Great Britain and Northern Ireland (8.22 %) Canada (6.54 %) | United States (73.71 %) Japan (6.26 %) Canada (3.34 %) |
Management fee | 1.1 % | 0.09 % |
Key Summary
FCAP | IWLD | |
|---|---|---|
Issuer | Fidelity | iShares |
Tracking index | MSCI World Ex Australia Custom ESG Leaders Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.09 % |
Price | $10.88 | $64.35 |
Size | $7.986 million | $1.501 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 4.18 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 28/04/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | IWLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 274 |
Median incremental investment | $993.50 | $1,579.27 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,940.35 | $3,873.21 |
Average age group | > 35 | > 35 |
Pros and Cons
FCAP | IWLD | |
|---|---|---|
Pros |
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Cons |
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FCAP | IWLD |
|---|---|
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 |