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Compare FCAP vs. QOZ
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 Betashares FTSE Rafi Australia 200 ETF (QOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 71 |
Median incremental investment | $993.50 | $1,202.91 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,818.40 | $2,931.24 |
Average age group | > 35 | > 35 |
Key Summary
FCAP | QOZ | |
|---|---|---|
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. | QOZ.AX was created on 2013-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 1093.8m in AUM and 195 holdings. The investment objective of the BetaShares FTSE RAFI Australia 200 ETF is to provide an investment return that tracks the performance of the FTSE RAFI Australia 200 Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | CBRE Group Inc Class A (3.50 %) Comfort Systems USA Inc (3.16 %) Expedia Group Inc (2.65 %) | SPI 200 FUTURES MAR26 (0 %) BHP GROUP LTD (14.53 %) COMMONWEALTH BANK OF AUSTRALIA (6.61 %) |
Top 3 industries | Information Technology (34.74 %) Communication Services (23.76 %) Other (20.09 %) | Financials (31.95 %) Materials (24.29 %) Energy (7.33 %) |
Top 3 countries | United States (58.39 %) United Kingdom of Great Britain and Northern Ireland (8.22 %) Canada (6.54 %) | Australia (92.20 %) United States (6.36 %) United Kingdom of Great Britain and Northern Ireland (0.94 %) |
Management fee | 1.1 % | 0.4 % |
Key Summary
FCAP | QOZ | |
|---|---|---|
Issuer | Fidelity | BetaShares |
Tracking index | FTSE RAFI Australia 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.4 % |
Price | $10.40 | $18.79 |
Size | $7.868 million | $1.036 billion |
10Y return | N/A | 65.70 % |
Annual distribution yield (5Y) | 3.86 % | 5.35 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 71 |
Median incremental investment | $993.50 | $1,202.91 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,818.40 | $2,931.24 |
Average age group | > 35 | > 35 |
Pros and Cons
FCAP | QOZ | |
|---|---|---|
Pros |
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Cons |
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FCAP | QOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |