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Compare FCAP vs. MVOL
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 Edge MSCI Australia Minimum Volatility ETF (MVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 3 |
Median incremental investment | $993.50 | $504.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,348.24 | $502.32 |
Average age group | 26 - 35 | > 35 |
Key Summary
FCAP | MVOL | |
|---|---|---|
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. | MVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 28.18m in AUM and 102 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | Scout24 SE (3.92 %) CBRE Group Inc Class A (3.50 %) Games Workshop Group PLC (3.04 %) | TELSTRA GROUP LTD (5.53 %) BHP GROUP LTD (4.44 %) COMMONWEALTH BANK OF AUSTRALIA (3.74 %) |
Top 3 industries | Information Technology (34.74 %) Communication Services (23.76 %) Other (20.09 %) | Financials (29.74 %) Materials (14.00 %) Industrials (11.79 %) |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | |
Management fee | 1.1 % | 0.3 % |
Key Summary
FCAP | MVOL | |
|---|---|---|
Issuer | Fidelity | iShares |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.3 % |
Price | $11.92 | $35.88 |
Size | $8.799 million | $28.033 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 4.13 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 3 |
Median incremental investment | $993.50 | $504.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,348.24 | $502.32 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
FCAP | MVOL | |
|---|---|---|
Pros |
| |
Cons |
|
FCAP | MVOL |
|---|---|
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 |