Compare AU
Compare FEMX vs. EX20
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 Australian Ex-20 Portfolio Diversifier ETF (EX20). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FEMX | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 120 | 21 |
Median incremental investment | $1,003.50 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,372.31 | $2,435.40 |
Average age group | > 35 | > 35 |
Key Summary
FEMX | EX20 | |
|---|---|---|
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. | EX20.AX was created on 2016-10-05 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 342.68m in AUM and 180 holdings. EX20.AX aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation. |
Top 3 holdings | Taiwan Semiconductor Manufacturing Co Ltd (8.00 %) Naspers Ltd Class N (5.58 %) HDFC Bank Ltd (4.96 %) | SUNCORP GROUP LTD (2.54 %) COCHLEAR LTD (2.45 %) BRAMBLES LTD (2.39 %) |
Top 3 industries | Financials (28.61 %) Information Technology (26.60 %) Consumer Discretionary (20.97 %) | Materials (16.44 %) Financials (13.89 %) Industrials (13.22 %) |
Top 3 countries | Australia (89.38 %) United States (5.50 %) New Zealand (3.83 %) | |
Management fee | 0.99 % | 0.25 % |
Key Summary
FEMX | EX20 | |
|---|---|---|
Issuer | Fidelity | BetaShares |
Tracking index | MSCI EM (Emerging Markets) | Nasdaq Australia Completion Cap Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.25 % |
Price | $6.13 | $22.74 |
Size | $186.975 million | $357.996 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.28 % | 3.56 % |
Market | ASX | ASX |
First listed date | 05/11/2018 | 07/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FEMX | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 120 | 21 |
Median incremental investment | $1,003.50 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,372.31 | $2,435.40 |
Average age group | > 35 | > 35 |
Pros and Cons
FEMX | EX20 | |
|---|---|---|
Pros |
| |
Cons |
|
FEMX | EX20 |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |