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Compare AU
Compare FCAP vs. VSO
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 Vanguard MSCI Australian Small Companies Index ETF (VSO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 313 |
Median incremental investment | $993.50 | $996.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,802.14 | $2,560.32 |
Average age group | > 35 | > 35 |
Key Summary
FCAP | VSO | |
|---|---|---|
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. | VSO.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on small cap equity. Vanguard MSCI Australian Small Companies Index ETF seeks to track the return of the MSCI Australian Shares Small Cap Index before taking into account fees, expenses and tax. |
Top 3 holdings | Comfort Systems USA Inc (3.96 %) Halma PLC (3.07 %) CBRE Group Inc Class A (3.03 %) | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) |
Top 3 industries | Information Technology (34.74 %) Communication Services (23.76 %) Other (20.09 %) | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) |
Top 3 countries | United States (58.39 %) United Kingdom of Great Britain and Northern Ireland (8.22 %) Canada (6.54 %) | Australia (98.27 %) United Kingdom of Great Britain and Northern Ireland (0.95 %) United States (0.69 %) |
Management fee | 1.1 % | 0.3 % |
Key Summary
FCAP | VSO | |
|---|---|---|
Issuer | Fidelity | Vanguard |
Tracking index | MSCI Australian Shares Small Cap Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.3 % |
Price | $10.34 | $71.12 |
Size | $7.118 million | N/A |
10Y return | N/A | 62.78 % |
Annual distribution yield (5Y) | 3.86 % | 4.77 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 26/05/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 313 |
Median incremental investment | $993.50 | $996.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,802.14 | $2,560.32 |
Average age group | > 35 | > 35 |
Pros and Cons
FCAP | VSO | |
|---|---|---|
Pros |
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Cons |
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FCAP | VSO |
|---|---|
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 |