Compare AU
Compare FEMX vs. HCRD
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 Interest Rate Hedged Aus Corp Bond ETF (HCRD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FEMX | HCRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 118 | 2 |
Median incremental investment | $1,002.19 | $5,036.61 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,528.10 | $23,725.00 |
Average age group | > 35 | > 35 |
Key Summary
FEMX | HCRD | |
|---|---|---|
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. | HCRD.AX was created on 2022-11-14 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Investment Grade Corporate Bond Select DH Index, before taking into account fees and expenses. |
Top 3 holdings | Taiwan Semiconductor Manufacturing Co Ltd (9.66 %) HDFC Bank Ltd (5.59 %) Naspers Ltd Class N (5.49 %) | CONTACT ENERGY LTD 6.398% NOV-30 (2.22 %) VICINITY CENTRES TRUST 6.19% APR-34 (2.22 %) REGISTRY FINANCE PTY LTD 5.739% JUN-34 (2.16 %) |
Top 3 industries | Financials (28.61 %) Information Technology (26.60 %) Consumer Discretionary (20.97 %) | Other (99.06 %) Communication Services (0.94 %) |
Top 3 countries | India (24.10 %) China (17.96 %) Taiwan (13.38 %) | |
Management fee | 0.99 % | 0.29 % |
Key Summary
FEMX | HCRD | |
|---|---|---|
Issuer | Fidelity | BetaShares |
Tracking index | MSCI EM (Emerging Markets) | Solactive Australian Investment Grade Corporate Bond Select Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.29 % |
Price | $6.36 | $25.00 |
Size | $186.975 million | $27.459 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.28 % | 1.90 % |
Market | ASX | ASX |
First listed date | 05/11/2018 | 15/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FEMX | HCRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 118 | 2 |
Median incremental investment | $1,002.19 | $5,036.61 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,528.10 | $23,725.00 |
Average age group | > 35 | > 35 |
Pros and Cons
FEMX | HCRD | |
|---|---|---|
Pros |
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Cons |
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FEMX | HCRD |
|---|---|
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 |