Compare AU

Compare QUAL vs. FHCO

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

MSCI Global 'Quality' (ex-AUS)

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 QUAL and FHCO. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

QUAL

FHCO

Popularity

Medium

N/A

Pearlers invested

1,281

0

Median incremental investment

$856.72

$0

Median investment frequency

Monthly

N/A

Median total investment

$3,410.40

$0

Average age group

> 35

N/A


Key Summary

QUAL

FHCO

Strategy

QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks.

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

Top 3 holdings

Apple Inc (5.44 %)

Meta Platforms Inc Class A (5.28 %)

Microsoft Corp (5.15 %)

Fidelity Australian High Conviction Active ETF (100 %)

Top 3 industries

Information Technology (42.60 %)

Health Care (21.41 %)

Communication Services (21.39 %)

Top 3 countries

United States (77.74 %)

Switzerland (4.98 %)

United Kingdom of Great Britain and Northern Ireland (4.22 %)

Management fee

0.4 %

0.85 %


Key Summary

QUAL

FHCO

Issuer

VanEck

Fidelity

Tracking index

MSCI World ex Australia Quality Index - AUD

Asset class

ETF

ETF

Management fee

0.4 %

0.85 %

Price

$58.87

$9.93

Size

$6.842 billion

$954.226 thousand

10Y return

261.17 %

N/A

Annual distribution/β€Šdividend yield (5Y)

1.85 %

2.53 %

Market

ASX

ASX

First listed date

31/10/2014

02/06/2024

Purchase fee

$6.50

$6.50


Community Stats

QUAL

FHCO

Popularity

Medium

N/A

Pearlers invested

1,281

0

Median incremental investment

$856.72

$0

Median investment frequency

Monthly

N/A

Median total investment

$3,410.40

$0

Average age group

> 35

N/A


Pros and Cons

QUAL

FHCO

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

QUAL

FHCO

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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