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Compare AU
Compare FCAP vs. WCMQ
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 WCM Quality Global Growth Fund - Active ETF (WCMQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 12 |
Median incremental investment | $993.50 | $583.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,948.48 | $1,078.92 |
Average age group | > 35 | > 35 |
Key Summary
FCAP | WCMQ | |
|---|---|---|
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. | WCMQ.AX was created on 2018-09-03 by WCM. The fund's investment portfolio concentrates primarily on total market equity. To exceed the benchmark MSCI All Country World Index ex-Australia before taxes and fees over rolling three-year time periods, and to experience lower volatility than the benchmark. |
Top 3 holdings | CBRE Group Inc Class A (3.50 %) Comfort Systems USA Inc (3.16 %) Expedia Group Inc (2.65 %) | AppLovin Corp Ordinary Shares - Class A (9.36 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (4.95 %) Siemens Energy AG Ordinary Shares (4.74 %) |
Top 3 industries | Information Technology (34.74 %) Communication Services (23.76 %) Other (20.09 %) | Information Technology (31.16 %) Industrials (20.49 %) Financials (19.21 %) |
Top 3 countries | United States (58.39 %) United Kingdom of Great Britain and Northern Ireland (8.22 %) Canada (6.54 %) | United States (58.40 %) United Kingdom of Great Britain and Northern Ireland (8.69 %) Germany (7.88 %) |
Management fee | 1.1 % | 1.25 % |
Key Summary
FCAP | WCMQ | |
|---|---|---|
Issuer | Fidelity | WCM |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.1 % | 1.25 % |
Price | $10.88 | $9.99 |
Size | $7.986 million | $385.630 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 11.81 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 03/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 12 |
Median incremental investment | $993.50 | $583.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,948.48 | $1,078.92 |
Average age group | > 35 | > 35 |
Pros and Cons
FCAP | WCMQ | |
|---|---|---|
Pros |
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Cons |
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FCAP | WCMQ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |