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Compare FCAP vs. STW
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 State Street SPDR S&P/ASX 200 ETF (STW). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 404 |
Median incremental investment | $993.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,826.53 | $5,163.73 |
Average age group | > 35 | > 35 |
Key Summary
FCAP | STW | |
|---|---|---|
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. | STW.AX was created on 2001-08-24 by State Street . The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 6611.1m in AUM and 203 holdings. The Investment Objective of State Street SPDR S&P/ASX 200 ETF is to match the performance of its Index before fees and other costs. |
Top 3 holdings | Comfort Systems USA Inc (3.96 %) Halma PLC (3.07 %) CBRE Group Inc Class A (3.03 %) | Commonwealth Bank of Australia (10.80 %) BHP Group Ltd (9.74 %) National Australia Bank Ltd (5.35 %) |
Top 3 industries | Information Technology (34.74 %) Communication Services (23.76 %) Other (20.09 %) | Financials (54.95 %) Materials (16.65 %) Health Care (10.33 %) |
Top 3 countries | United States (58.39 %) United Kingdom of Great Britain and Northern Ireland (8.22 %) Canada (6.54 %) | Australia (95.26 %) United States (3.26 %) United Kingdom of Great Britain and Northern Ireland (0.54 %) |
Management fee | 1.1 % | 0 % |
Key Summary
FCAP | STW | |
|---|---|---|
Issuer | Fidelity | State Street |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0 % |
Price | $10.40 | $77.94 |
Size | $7.118 million | $6.349 billion |
10Y return | N/A | 59.65 % |
Annual distribution yield (5Y) | 3.86 % | 4.31 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 404 |
Median incremental investment | $993.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,826.53 | $5,163.73 |
Average age group | > 35 | > 35 |
Pros and Cons
FCAP | STW | |
|---|---|---|
Pros |
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Cons |
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FCAP | STW |
|---|---|
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 |