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Compare ZYUS 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 Global X S&P 500 High Yield Low Volatility ETF (ZYUS) 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
ZYUS | FCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 80 | 12 |
Median incremental investment | $679.60 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,920.42 | $2,973.87 |
Average age group | > 35 | > 35 |
Key Summary
ZYUS | FCAP | |
|---|---|---|
Strategy | ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend 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 | Altria Group Inc (3.40 %) Healthpeak Properties Inc (3.34 %) Pfizer Inc (2.95 %) | Comfort Systems USA Inc (4.00 %) CBRE Group Inc Class A (2.91 %) Halma PLC (2.86 %) |
Top 3 industries | Consumer Staples (32.40 %) Real Estate (29.02 %) Energy (20.31 %) | Information Technology (34.74 %) Communication Services (23.76 %) Other (20.09 %) |
Top 3 countries | United States (97.95 %) United Kingdom of Great Britain and Northern Ireland (2.05 %) | United States (58.39 %) United Kingdom of Great Britain and Northern Ireland (8.22 %) Canada (6.54 %) |
Management fee | 0.35 % | 1.1 % |
Key Summary
ZYUS | FCAP | |
|---|---|---|
Issuer | ETFS | Fidelity |
Tracking index | S&P 500 Low Volatility High Dividend Index | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 1.1 % |
Price | $13.82 | $11.55 |
Size | $69.352 million | $7.308 million |
10Y return | 12.45 % | N/A |
Annual distribution yield (5Y) | 4.54 % | 3.86 % |
Market | ASX | ASX |
First listed date | 12/06/2015 | 30/05/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ZYUS | FCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 80 | 12 |
Median incremental investment | $679.60 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,920.42 | $2,973.87 |
Average age group | > 35 | > 35 |
Pros and Cons
ZYUS | FCAP | |
|---|---|---|
Pros |
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Cons |
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ZYUS | 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 |
Higher distribution yield | Lower distribution yield |