Compare AU
Compare FEMX vs. IJR
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 S&P US 600 Small-Caps (IJR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FEMX | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 118 | 80 |
Median incremental investment | $1,002.19 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,555.93 | $6,613.68 |
Average age group | > 35 | > 35 |
Key Summary
FEMX | IJR | |
|---|---|---|
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. | IJR.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of small capitalisation US equities. |
Top 3 holdings | Taiwan Semiconductor Manufacturing Co Ltd (9.66 %) HDFC Bank Ltd (5.59 %) Naspers Ltd Class N (5.49 %) | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) |
Top 3 industries | Financials (28.61 %) Information Technology (26.60 %) Consumer Discretionary (20.97 %) | Other (99.85 %) Communication Services (0.15 %) |
Top 3 countries | India (24.10 %) China (17.96 %) Taiwan (13.38 %) | United States (98.93 %) |
Management fee | 0.99 % | 0.07 % |
Key Summary
FEMX | IJR | |
|---|---|---|
Issuer | Fidelity | iShares |
Tracking index | MSCI EM (Emerging Markets) | S&P Small Cap 600 |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.07 % |
Price | $6.36 | $194.31 |
Size | $186.975 million | $736.752 million |
10Y return | N/A | 192.09 % |
Annual distribution yield (5Y) | 1.28 % | 1.24 % |
Market | ASX | ASX |
First listed date | 05/11/2018 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FEMX | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 118 | 80 |
Median incremental investment | $1,002.19 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,555.93 | $6,613.68 |
Average age group | > 35 | > 35 |
Pros and Cons
FEMX | IJR | |
|---|---|---|
Pros |
|
|
Cons |
|
|
FEMX | IJR |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |