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Compare FEMX vs. BBOZ
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 Fidelity Global Emerging Markets Active ETF (FEMX) and the Betashares Aus Equities Strong Bear Complex ETF (BBOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FEMX | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 116 | 15 |
Median incremental investment | $1,001.41 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,599.65 | $3,492.72 |
Average age group | > 35 | > 35 |
Key Summary
FEMX | BBOZ | |
|---|---|---|
Strategy | FEMX.AX was created on 2013-12-16 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the MSCI Emerging Markets Index NR over the suggested minimum investment time period of seven years plus. | BBOZ.AX was created on 2015-04-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to help investors profit from, or protect against, a declining Australian share market. It seeks to generate magnified returns that are negatively correlated to the returns of the Australian share market (as measured by the S&P/ASX 200 Index) |
Top 3 holdings | Taiwan Semiconductor Manufacturing Co Ltd (6.97 %) HDFC Bank Ltd (6.08 %) Naspers Ltd Class N (4.57 %) | SPI 200 FUTURES SEP25 (0 %) AUD - AUSTRALIA DOLLAR (87.38 %) BETASHARES AUSTRALIAN CASH PLUS FUND (12.62 %) |
Top 3 industries | Financials (37.48 %) Information Technology (17.04 %) Consumer Discretionary (11.16 %) | Other (68.91 %) Communication Services (31.09 %) |
Top 3 countries | India (24.10 %) China (17.96 %) Taiwan (13.38 %) | |
Management fee | 0.99 % | 1.38 % |
Key Summary
FEMX | BBOZ | |
|---|---|---|
Issuer | Fidelity | BetaShares |
Tracking index | MSCI EM (Emerging Markets) | |
Asset class | ETF | ETF |
Management fee | 0.99 % | 1.38 % |
Price | $6.58 | $23.26 |
Size | $179.443 million | $232.111 million |
10Y return | N/A | -12.33 % |
Annual distribution yield (5Y) | 1.59 % | 1.34 % |
Market | ASX | ASX |
First listed date | 05/11/2018 | 20/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FEMX | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 116 | 15 |
Median incremental investment | $1,001.41 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,599.65 | $3,492.72 |
Average age group | > 35 | > 35 |
Pros and Cons
FEMX | BBOZ | |
|---|---|---|
Pros |
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Cons |
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FEMX | BBOZ |
|---|---|
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 |