Compare AU

Compare FCAP vs. SYI

Compare shares and ETFs on the ASX that you can trade on Pearler.

Fidelity Global Future Leaders Active ETF

ASX

Buy

Buy

Overview
Performance

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

11

114

Median incremental investment

$871.75

$1,000.45

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,910.74

$1,458.77

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 (9.99 %)

National Australia Bank Ltd (9.72 %)

ANZ Group Holdings Ltd (9.23 %)

Top 3 industries

Financials (57.54 %)

Materials (16.57 %)

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

$12.11

$29.66

Size

$5.017 million

$447.746 million

10Y return

N/A

-5.78 %

Annual dividend/β€Šdistribution 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

11

114

Median incremental investment

$871.75

$1,000.45

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,910.74

$1,458.77

Average age group

> 35

26 - 35


Pros and Cons

FCAP

SYI

Pros

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

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

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