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Compare SPY 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 State Street SPDR S&P 500 ETF (SPY) 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
SPY | FCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 313 | 14 |
Median incremental investment | $1,200.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,955.00 | $2,919.38 |
Average age group | 26 - 35 | > 35 |
Key Summary
SPY | FCAP | |
|---|---|---|
Strategy | SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The SPDR S&P 500 ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index. | 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 | NVIDIA Corp (7.81 %) Apple Inc (6.36 %) Microsoft Corp (6.00 %) | CBRE Group Inc Class A (3.36 %) AppLovin Corp Ordinary Shares - Class A (3.25 %) Expedia Group Inc (2.87 %) |
Top 3 industries | Information Technology (62.86 %) Consumer Discretionary (15.15 %) Communication Services (13.10 %) | Information Technology (34.74 %) Communication Services (23.76 %) Other (20.09 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.24 %) China (0.12 %) | United States (58.39 %) United Kingdom of Great Britain and Northern Ireland (8.22 %) Canada (6.54 %) |
Management fee | 0.0945 % | 1.1 % |
Key Summary
SPY | FCAP | |
|---|---|---|
Issuer | SPDR | Fidelity |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.0945 % | 1.1 % |
Price | $985.00 | $11.25 |
Size | $25.862 thousand | $7.957 million |
10Y return | 274.94 % | N/A |
Annual distribution yield (5Y) | 1.15 % | 3.86 % |
Market | ASX | ASX |
First listed date | 13/10/2014 | 30/05/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SPY | FCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 313 | 14 |
Median incremental investment | $1,200.00 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,955.00 | $2,919.38 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SPY | FCAP | |
|---|---|---|
Pros |
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Cons |
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SPY | FCAP |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |