Compare AU
Compare FCAP vs. MVE
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 MVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | MVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 36 |
Median incremental investment | $695.00 | $668.99 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,499.40 | $2,934.36 |
Average age group | 26 - 35 | > 35 |
Key Summary
FCAP | MVE | |
|---|---|---|
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. | MVE.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund is designed to capture the performance of the 50 midcap companies listed on ASX having Market Capitalisation ranking from 51 to 100. |
Top 3 holdings | Fidelity Global Future Leaders Active ETF (100 %) | CAR Group Ltd (4.94 %) Pro Medicus Ltd (4.29 %) REA Group Ltd (4.09 %) |
Top 3 industries | Communication Services (26.18 %) Information Technology (18.20 %) Materials (17.07 %) | |
Top 3 countries | Australia (94.11 %) New Zealand (3.28 %) United States (2.61 %) | |
Management fee | 1.1 % | 0.45 % |
Key Summary
FCAP | MVE | |
|---|---|---|
Issuer | Fidelity | VanEck |
Tracking index | S&P/ASX Midcap 50 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.45 % |
Price | $11.97 | $40.78 |
Size | $2.861 million | $307.898 million |
10Y return | N/A | 107.22 % |
Annual dividend/ distribution yield (5Y) | - % | 3.49 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 16/10/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | MVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 36 |
Median incremental investment | $695.00 | $668.99 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,499.40 | $2,934.36 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
FCAP | MVE | |
|---|---|---|
Pros |
| |
Cons |
|
FCAP | MVE |
|---|---|
Lower exposure to AU market | Higher 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 |