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Compare AU
Compare FCAP vs. YANK
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 Betashares Strong Us Dollar Complex ETF (YANK). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | YANK | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 1 |
Median incremental investment | $993.50 | $10,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,903.81 | $142.10 |
Average age group | 26 - 35 | > 35 |
Key Summary
FCAP | YANK | |
|---|---|---|
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. | YANK.AX was created on 2016-11-28 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. YANK.AX aims to provide geared exposure to changes in the value of the U.S. dollar against the Australian dollar. |
Top 3 holdings | Comfort Systems USA Inc (3.96 %) Halma PLC (3.07 %) CBRE Group Inc Class A (3.03 %) | AUD - AUSTRALIA DOLLAR (100.36 %) AUDUSD CRNCY FUT SEP25 (0.00 %) USD - UNITED STATES DOLLAR (-0.36 %) |
Top 3 industries | Information Technology (34.74 %) Communication Services (23.76 %) Other (20.09 %) | Other (69.81 %) Communication Services (30.19 %) |
Top 3 countries | United States (58.39 %) United Kingdom of Great Britain and Northern Ireland (8.22 %) Canada (6.54 %) | |
Management fee | 1.1 % | 1.38 % |
Key Summary
FCAP | YANK | |
|---|---|---|
Issuer | Fidelity | BetaShares |
Tracking index | Australian Dollar per U.S. Dollar | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 1.38 % |
Price | $11.28 | $10.15 |
Size | $7.468 million | $5.868 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 5.82 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 24/01/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | YANK | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 1 |
Median incremental investment | $993.50 | $10,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,903.81 | $142.10 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
FCAP | YANK | |
|---|---|---|
Pros |
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Cons |
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FCAP | YANK |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |