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Compare FEMX vs. GIVE
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 Perpetual Esg Australian Share Active ETF (GIVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FEMX | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 113 | 1 |
Median incremental investment | $1,000.00 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $3,336.16 | $515.45 |
Average age group | > 35 | 26 - 35 |
Key Summary
FEMX | GIVE | |
|---|---|---|
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. | GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. |
Top 3 holdings | Taiwan Semiconductor Manufacturing Co Ltd (9.55 %) HDFC Bank Ltd (4.86 %) Naspers Ltd Class N (4.56 %) | Deterra Royalties Ltd Ordinary Shares (6.70 %) Reliance Worldwide Corp Ltd (6.23 %) GPT Group (5.93 %) |
Top 3 industries | Financials (34.66 %) Information Technology (22.60 %) Consumer Discretionary (18.14 %) | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) |
Top 3 countries | India (24.10 %) China (17.96 %) Taiwan (13.38 %) | |
Management fee | 0.99 % | 0.65 % |
Key Summary
FEMX | GIVE | |
|---|---|---|
Issuer | Fidelity | Perpetual |
Tracking index | MSCI EM (Emerging Markets) | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.65 % |
Price | $7.19 | $3.05 |
Size | $194.476 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.61 % | 9.27 % |
Market | ASX | ASX |
First listed date | 05/11/2018 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FEMX | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 113 | 1 |
Median incremental investment | $1,000.00 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $3,336.16 | $515.45 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
FEMX | GIVE | |
|---|---|---|
Pros |
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Cons |
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FEMX | GIVE |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |