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Compare RIIF 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 Resolution Gbl Listed Infra Fund - Active ETF (RIIF) 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
RIIF | FCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 12 |
Median incremental investment | $2,756.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,843.45 | $2,909.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
RIIF | FCAP | |
|---|---|---|
Strategy | RIIF.AX was created on 2024-08-12 by Resolution Capital. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to achieve an annual total return that exceeds the total return of the Benchmark after fees on a rolling 3-year basis | 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 | SSE PLC (8.69 %) Entergy Corp (6.58 %) Kinder Morgan Inc Class P (6.46 %) | Comfort Systems USA Inc (3.96 %) Halma PLC (3.07 %) CBRE Group Inc Class A (3.03 %) |
Top 3 industries | Utilities (77.98 %) Energy (12.00 %) Other (10.02 %) | Information Technology (34.74 %) Communication Services (23.76 %) Other (20.09 %) |
Top 3 countries | United States (58.39 %) United Kingdom of Great Britain and Northern Ireland (14.39 %) Italy (6.84 %) | United States (58.39 %) United Kingdom of Great Britain and Northern Ireland (8.22 %) Canada (6.54 %) |
Management fee | 0 % | 1.1 % |
Key Summary
RIIF | FCAP | |
|---|---|---|
Issuer | Resolution Capital | Fidelity |
Tracking index | FTSE Developed Core Infrastructure 50/50 Index | |
Asset class | ETF | ETF |
Management fee | 0 % | 1.1 % |
Price | $1.33 | $11.21 |
Size | N/A | $7.468 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.08 % | 3.86 % |
Market | ASX | ASX |
First listed date | 24/03/2025 | 30/05/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RIIF | FCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 12 |
Median incremental investment | $2,756.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,843.45 | $2,909.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
RIIF | FCAP | |
|---|---|---|
Pros |
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Cons |
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RIIF | FCAP |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |