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Compare MFOA vs. FCAP
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 Milford Australian Absolute Growth Complex ETF (MFOA) and the Fidelity Global Future Leaders Active ETF (FCAP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MFOA | FCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 15 |
Median incremental investment | $693.50 | $993.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $1,374.66 | $2,983.44 |
Average age group | 26 - 35 | > 35 |
Key Summary
MFOA | FCAP | |
|---|---|---|
Strategy | MFOA.AX was created on 2023-01-16 by Milford. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. The Fund targets absolute returns with an annualised return objective of 5% above the RBA cash rate while seeking to preserve investor capital over rolling three year periods (net of fees). | FCAP.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on extended market equity. To achieve returns in excess of the benchmark (MSCIWorld Mid Cap Index NR) over the medium to long term. |
Top 3 holdings | BHP Group Ltd (4.15 %) Westpac Banking Corp (3.32 %) CSL Ltd (3.25 %) | CBRE Group Inc Class A (3.36 %) AppLovin Corp Ordinary Shares - Class A (3.25 %) Expedia Group Inc (2.87 %) |
Top 3 industries | Other (70.40 %) Materials (13.15 %) Health Care (11.52 %) | Information Technology (34.74 %) Communication Services (23.76 %) Other (20.09 %) |
Top 3 countries | ||
Management fee | 0 % | 1.1 % |
Key Summary
MFOA | FCAP | |
|---|---|---|
Issuer | Milford | Fidelity |
Tracking index | RBA Cash Rate - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0 % | 1.1 % |
Price | $11.46 | $12.03 |
Size | N/A | $8.610 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.09 % | 3.86 % |
Market | ASX | ASX |
First listed date | 15/01/2023 | 30/05/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MFOA | FCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 15 |
Median incremental investment | $693.50 | $993.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $1,374.66 | $2,983.44 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
MFOA | FCAP | |
|---|---|---|
Pros |
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Cons |
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MFOA | FCAP |
|---|---|
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |