Compare AU
Compare FCAP vs. VBND
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 VBND. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | VBND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 121 |
Median incremental investment | $695.00 | $1,027.97 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,509.48 | $2,449.34 |
Average age group | 26 - 35 | > 35 |
Key Summary
FCAP | VBND | |
|---|---|---|
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. | VBND.AX was created on 2017-10-10 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. Vanguard Global Aggregate Bond Index (Hedged) ETF seeks to track the return of the Bloomberg Barclays Global Aggregate Float-Adjusted and Scaled Index hedged into Australian dollars before taking into account fees, expenses and tax |
Top 3 holdings | Fidelity Global Future Leaders Active ETF (100 %) | United States Treasury Note/Bond 4.25 2024-12-31 (0.39 %) United States Treasury Note/Bond 4.5 2024-11-30 (0.37 %) Italy Buoni Poliennali Del Tesoro 3.4 2025-03-28 (0.33 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 1.1 % | 0.2 % |
Key Summary
FCAP | VBND | |
|---|---|---|
Issuer | Fidelity | Vanguard |
Tracking index | Bloomberg Barclays Global Aggregate Float Adjusted Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.2 % |
Price | $11.98 | $42.23 |
Size | $3.891 million | $4.291 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 3.65 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 12/10/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | VBND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 121 |
Median incremental investment | $695.00 | $1,027.97 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,509.48 | $2,449.34 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
FCAP | VBND | |
|---|---|---|
Pros |
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Cons |
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FCAP | VBND |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |