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Compare FCAP vs. UTIP
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 UTIP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 2 |
Median incremental investment | $993.50 | $4,192.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $2,841.72 | $16,058.54 |
Average age group | 26 - 35 | > 35 |
Key Summary
FCAP | UTIP | |
|---|---|---|
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. | UTIP.AX was created on 2023-09-18 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Global Inflation-Linked: U.S. TIPS Total Return Index Hedged AUD, before taking into account fees and expenses. |
Top 3 holdings | Fidelity Global Future Leaders Active ETF (100 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 2.125% JAN-35 (4.20 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 1.1 % | 0.22 % |
Key Summary
FCAP | UTIP | |
|---|---|---|
Issuer | Fidelity | BetaShares |
Tracking index | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.22 % |
Price | $11.94 | $25.88 |
Size | $7.296 million | $189.545 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 0.58 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 19/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 2 |
Median incremental investment | $993.50 | $4,192.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $2,841.72 | $16,058.54 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
FCAP | UTIP | |
|---|---|---|
Pros |
| |
Cons |
|
FCAP | UTIP |
|---|---|
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |