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Compare FHCO vs. ROYL
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 Australian High Conviction Active ETF (FHCO) and the Betashares Global Royalties ETF (ROYL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FHCO | ROYL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 28 |
Median incremental investment | $518.50 | $993.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $473.86 | $2,150.40 |
Average age group | > 35 | > 35 |
Key Summary
FHCO | ROYL | |
|---|---|---|
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 | ROYL.AX was created on 2022-09-09 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Global Royalties Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Commonwealth Bank of Australia (11.28 %) National Australia Bank Ltd (9.91 %) BHP Group Ltd (9.08 %) | WHEATON PRECIOUS METALS CORP (10.15 %) UNIVERSAL MUSIC GROUP NV (9.57 %) FRANCO-NEVADA CORP (9.49 %) |
Top 3 industries | Financials (53.66 %) Materials (23.25 %) Consumer Discretionary (9.27 %) | Other (52.78 %) Information Technology (16.96 %) Health Care (11.25 %) |
Top 3 countries | United States (41.70 %) Canada (31.36 %) United Kingdom of Great Britain and Northern Ireland (10.92 %) | |
Management fee | 0.85 % | 0.69 % |
Key Summary
FHCO | ROYL | |
|---|---|---|
Issuer | Fidelity | BetaShares |
Tracking index | Solactive Global Royalties Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.85 % | 0.69 % |
Price | $8.17 | $12.80 |
Size | $1.678 million | $50.061 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 13.58 % | 3.13 % |
Market | ASX | ASX |
First listed date | 02/06/2024 | 12/09/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FHCO | ROYL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 28 |
Median incremental investment | $518.50 | $993.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $473.86 | $2,150.40 |
Average age group | > 35 | > 35 |
Pros and Cons
FHCO | ROYL | |
|---|---|---|
Pros |
| |
Cons |
|
FHCO | ROYL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |