Compare AU

Compare FHCO vs. IAF

Compare shares and ETFs on the ASX that you can trade on Pearler.

Fidelity Australian High Conviction Active ETF

ASX

Buy

Buy

Overview
Performance

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

521

Median incremental investment

$0

$1,108.36

Median investment frequency

N/A

Monthly

Median total investment

$0

$2,639.52

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 2832.41m in AUM and 634 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 (2.70 %)

AUSTRALIA (COMMONWEALTH OF) RegS (2.59 %)

AUSTRALIA (COMMONWEALTH OF) RegS (2.51 %)

Top 3 industries

Other (99.37 %)

Communication Services (0.23 %)

Financials (0.19 %)

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

$9.82

$101.34

Size

$1.225 million

$2.868 billion

10Y return

N/A

-6.40 %

Annual dividend/โ€Šdistribution 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

521

Median incremental investment

$0

$1,108.36

Median investment frequency

N/A

Monthly

Median total investment

$0

$2,639.52

Average age group

N/A

> 35


Pros and Cons

FHCO

IAF

Pros

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

FHCO

IAF

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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