Compare AU
Compare FCAP vs. SSO
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 SSO. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 2 |
Median incremental investment | $695.00 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,509.48 | $1,665.20 |
Average age group | 26 - 35 | > 35 |
Key Summary
FCAP | SSO | |
|---|---|---|
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. | SSO.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 27.38m in AUM and 203 holdings. The SPDR S&P/ASX Small Ordinaries Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX Small Ordinaries Index. |
Top 3 holdings | Fidelity Global Future Leaders Active ETF (100 %) | Life360 Inc Chess Depository Interest (1.90 %) Alcoa Corp Chess Depository Receipt (1.60 %) Pinnacle Investment Management Group Ltd (1.53 %) |
Top 3 industries | Financials (38.39 %) Other (23.96 %) Energy (22.19 %) | |
Top 3 countries | Australia (88.20 %) United States (5.61 %) New Zealand (3.84 %) | |
Management fee | 1.1 % | 0.5 % |
Key Summary
FCAP | SSO | |
|---|---|---|
Issuer | Fidelity | SPDR |
Tracking index | S&P ASX Small Ordinaries | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.5 % |
Price | $11.98 | $14.48 |
Size | $3.891 million | $26.966 million |
10Y return | N/A | 34.32 % |
Annual dividend/ distribution yield (5Y) | - % | 6.16 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 2 |
Median incremental investment | $695.00 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,509.48 | $1,665.20 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
FCAP | SSO | |
|---|---|---|
Pros |
|
|
Cons |
|
|
FCAP | SSO |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |