Compare AU
Compare FCAP vs. SYI
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 SYI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 116 |
Median incremental investment | $871.75 | $1,000.89 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,205.00 | $1,388.43 |
Average age group | > 35 | 26 - 35 |
Key Summary
FCAP | SYI | |
|---|---|---|
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. | SYI.AX was created on 2010-09-28 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The SPDR MSCI Australia Select High Dividend Yield Fund seeks to closely track, before fees and expenses, the returns of the MSCI Australia Select High Dividend Yield Index. |
Top 3 holdings | Fidelity Global Future Leaders Active ETF (100 %) | Commonwealth Bank of Australia (10.01 %) National Australia Bank Ltd (9.49 %) ANZ Group Holdings Ltd (8.92 %) |
Top 3 industries | Financials (56.43 %) Materials (16.92 %) Consumer Discretionary (15.19 %) | |
Top 3 countries | Australia (99.65 %) China (0.29 %) New Zealand (0.06 %) | |
Management fee | 1.1 % | 0.2 % |
Key Summary
FCAP | SYI | |
|---|---|---|
Issuer | Fidelity | SPDR |
Tracking index | MSCI Australia Select High Dividend Yield Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.2 % |
Price | $11.76 | $29.23 |
Size | $4.722 million | $448.874 million |
10Y return | N/A | 0.90 % |
Annual dividend/ distribution yield (5Y) | - % | 9.00 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 29/09/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | SYI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 116 |
Median incremental investment | $871.75 | $1,000.89 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,205.00 | $1,388.43 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
FCAP | SYI | |
|---|---|---|
Pros |
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Cons |
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FCAP | SYI |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |