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Compare FCAP vs. SPY
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 SPDR S&P 500 ETF (SPY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | SPY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 307 |
Median incremental investment | $993.50 | $1,205.16 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,983.44 | $3,106.98 |
Average age group | > 35 | 26 - 35 |
Key Summary
FCAP | SPY | |
|---|---|---|
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. | SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The SPDR S&P 500 ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index. |
Top 3 holdings | CBRE Group Inc Class A (3.36 %) AppLovin Corp Ordinary Shares - Class A (3.25 %) Expedia Group Inc (2.87 %) | NVIDIA Corp (7.76 %) Apple Inc (6.86 %) Microsoft Corp (6.14 %) |
Top 3 industries | Information Technology (34.74 %) Communication Services (23.76 %) Other (20.09 %) | Information Technology (62.86 %) Consumer Discretionary (15.15 %) Communication Services (13.10 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) | |
Management fee | 1.1 % | 0.0945 % |
Key Summary
FCAP | SPY | |
|---|---|---|
Issuer | Fidelity | SPDR |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.0945 % |
Price | $12.03 | $1,035.66 |
Size | $8.745 million | $76.599 thousand |
10Y return | N/A | 279.52 % |
Annual distribution yield (5Y) | 3.86 % | 1.15 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 13/10/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | SPY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 307 |
Median incremental investment | $993.50 | $1,205.16 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,983.44 | $3,106.98 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
FCAP | SPY | |
|---|---|---|
Pros |
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Cons |
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FCAP | SPY |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |