Compare AU
Compare FCAP vs. MHOT
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 MHOT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | MHOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 2 |
Median incremental investment | $871.75 | $2,553.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $2,910.74 | $6,418.84 |
Average age group | > 35 | > 35 |
Key Summary
FCAP | MHOT | |
|---|---|---|
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. | MHOT.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. MHOT.AX gives investors exposure to a diversified portfolio of attractively priced US companies with sustainable competitive advantages according to Morningstars equity research team. MHOT.AX aims to provide investment returns before fees and other costs which track the performance of the Index with returns hedged into Australian dollars. |
Top 3 holdings | Fidelity Global Future Leaders Active ETF (100 %) | Bristol-Myers Squibb Co (2.78 %) Alphabet Inc Class A (2.74 %) Corteva Inc (2.71 %) |
Top 3 industries | Other (79.87 %) Health Care (11.12 %) Communication Services (4.54 %) | |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | |
Management fee | 1.1 % | 0.52 % |
Key Summary
FCAP | MHOT | |
|---|---|---|
Issuer | Fidelity | VanEck |
Tracking index | Morningstar Wide Moat Focus Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.52 % |
Price | $12.11 | $137.35 |
Size | $5.017 million | $60.053 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 0.11 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | MHOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 2 |
Median incremental investment | $871.75 | $2,553.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $2,910.74 | $6,418.84 |
Average age group | > 35 | > 35 |
Pros and Cons
FCAP | MHOT | |
|---|---|---|
Pros |
| |
Cons |
|
FCAP | MHOT |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |