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Compare FIIN vs. MTUM
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 Betashares Australian Momentum ETF (MTUM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FIIN | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 12 |
Median incremental investment | $738.93 | $633.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,084.18 | $1,556.52 |
Average age group | > 35 | > 35 |
Key Summary
FIIN | MTUM | |
|---|---|---|
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 | N/A |
Top 3 holdings | ICICI Bank Ltd (4.85 %) ICICI Bank Ltd ADR (4.73 %) HDFC Bank Ltd (4.67 %) | SPI 200 FUTURES JUN26 (0 %) ANZ GROUP HOLDINGS LTD (7.37 %) WESTPAC BANKING CORP (6.99 %) |
Top 3 industries | Financials (46.37 %) Information Technology (18.10 %) Other (13.66 %) | Financials (34.83 %) Consumer Discretionary (16.53 %) Industrials (14.39 %) |
Top 3 countries | India (97.30 %) United States (2.70 %) | |
Management fee | 1.2 % | 0 % |
Key Summary
FIIN | MTUM | |
|---|---|---|
Issuer | Fidelity | |
Tracking index | ||
Asset class | ETF | Stock |
Management fee | 1.2 % | 0 % |
Price | $7.14 | $28.47 |
Size | $6.121 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 8.42 % | 1.19 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 23/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FIIN | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 12 |
Median incremental investment | $738.93 | $633.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,084.18 | $1,556.52 |
Average age group | > 35 | > 35 |
Pros and Cons
FIIN | MTUM | |
|---|---|---|
Pros |
| |
Cons |
|
FIIN | MTUM |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher dividend/distribution yield | Lower dividend/distribution yield |