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Compare FIIN vs. LEVR
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 India Active ETF (FIIN) and the First Sentier Geared Australian Share Complex ETF (LEVR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FIIN | LEVR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 2 |
Median incremental investment | $671.18 | $3,056.34 |
Median investment frequency | Monthly | Monthly |
Median total investment | $792.20 | $2,663.37 |
Average age group | > 35 | 26 - 35 |
Key Summary
FIIN | LEVR | |
|---|---|---|
Strategy | FIIN.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 MSCI India Index NR over the medium to long term | LEVR.AX was created on 2023-09-25 by First Sentier. The fund's investment portfolio concentrates primarily on large cap equity. To magnify long-term returns from capital growth by borrowing to invest in large Australian companies. The Fund aims to outperform the S&P/ASX 100 Accumulation Index over rolling seven-year periods before fees and taxes. |
Top 3 holdings | ICICI Bank Ltd (9.30 %) HDFC Bank Ltd (6.65 %) Fortis Healthcare Ltd (4.21 %) | Commonwealth Bank of Australia (12.80 %) BHP Group Ltd (8.87 %) National Australia Bank Ltd (6.76 %) |
Top 3 industries | Financials (46.37 %) Information Technology (18.10 %) Other (13.66 %) | Financials (44.89 %) Materials (16.30 %) Health Care (11.85 %) |
Top 3 countries | ||
Management fee | 1.2 % | 0 % |
Key Summary
FIIN | LEVR | |
|---|---|---|
Issuer | Fidelity | First Sentier |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.2 % | 0 % |
Price | $9.33 | $1.455 |
Size | $6.292 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 8.42 % | 2.50 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 14/05/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FIIN | LEVR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 2 |
Median incremental investment | $671.18 | $3,056.34 |
Median investment frequency | Monthly | Monthly |
Median total investment | $792.20 | $2,663.37 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
FIIN | LEVR | |
|---|---|---|
Pros |
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Cons |
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FIIN | LEVR |
|---|---|
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |