Compare AU
Compare REIT 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, shares and ETFs are a popular choice. Two options in the ASX are REIT and FCAP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
REIT | FCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 104 | 11 |
Median incremental investment | $931.50 | $871.75 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,098.00 | $2,910.74 |
Average age group | 26 - 35 | > 35 |
Key Summary
REIT | FCAP | |
|---|---|---|
Strategy | REIT.AX was created on 2019-03-29 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. REIT.AX seeks to provide investors with access to a diversified portfolio of international property securities | 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 | Prologis Inc (6.35 %) Equinix Inc (6.00 %) Welltower Inc (5.07 %) | Fidelity Global Future Leaders Active ETF (100 %) |
Top 3 industries | Real Estate (100.00 %) Other (8.61 %) | |
Top 3 countries | United States (73.96 %) Japan (5.45 %) Singapore (3.61 %) | |
Management fee | 0.43 % | 1.1 % |
Key Summary
REIT | FCAP | |
|---|---|---|
Issuer | VanEck | Fidelity |
Tracking index | FTSE EPRA NAREIT Developed ex Australia Rental Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.43 % | 1.1 % |
Price | $15.25 | $12.23 |
Size | $470.652 million | $5.017 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 4.22 % | - % |
Market | ASX | ASX |
First listed date | 02/04/2019 | 30/05/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
REIT | FCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 104 | 11 |
Median incremental investment | $931.50 | $871.75 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,098.00 | $2,910.74 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
REIT | FCAP | |
|---|---|---|
Pros |
|
|
Cons |
|
|
REIT | FCAP |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |