Compare AU
Compare FHCO vs. IAF
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 FHCO and IAF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FHCO | IAF | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 525 |
Median incremental investment | $0 | $1,106.97 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,548.75 |
Average age group | N/A | > 35 |
Key Summary
FHCO | IAF | |
|---|---|---|
Strategy | FHCO.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the benchmark over the medium to long term | IAF.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 2984.64m in AUM and 636 holdings. The fund aims to provide investors with the performance of the Bloomberg AusBond Composite 0+ Yr IndexSM, before fees and expenses. The index is designed to measure the performance of the Australian bond market and includes investment grade fixed income securities issued by the Australian Treasury, |
Top 3 holdings | Fidelity Australian High Conviction Active ETF (100 %) | AUSTRALIA (COMMONWEALTH OF) RegS (2.58 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.49 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.48 %) |
Top 3 industries | Other (99.35 %) Communication Services (0.20 %) Financials (0.18 %) | |
Top 3 countries | ||
Management fee | 0.85 % | 0.15 % |
Key Summary
FHCO | IAF | |
|---|---|---|
Issuer | Fidelity | iShares |
Tracking index | Bloomberg AusBond Composite 0+ Yr Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.85 % | 0.15 % |
Price | $8.96 | $102.03 |
Size | $1.102 million | $2.938 billion |
10Y return | N/A | -5.83 % |
Annual dividend/ distribution yield (5Y) | 2.71 % | 1.95 % |
Market | ASX | ASX |
First listed date | 02/06/2024 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FHCO | IAF | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 525 |
Median incremental investment | $0 | $1,106.97 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,548.75 |
Average age group | N/A | > 35 |
Pros and Cons
FHCO | IAF | |
|---|---|---|
Pros |
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Cons |
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FHCO | IAF |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |