Compare AU

Compare FEMX vs. INES

Compare shares and ETFs on the ASX that you can trade on Pearler.

Fidelity Global Emerging Markets Active ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are FEMX and INES. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

FEMX

INES

Popularity

Low

Low

Pearlers invested

119

21

Median incremental investment

$1,002.19

$851.70

Median investment frequency

Monthly

Monthly

Median total investment

$2,542.32

$4,413.52

Average age group

> 35

> 35


Key Summary

FEMX

INES

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.

INES.AX was created on 2019-06-11 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To invest in a portfolio of ethically and socially responsible undervalued stocks to achieve medium to long-term capital growth.

Top 3 holdings

Taiwan Semiconductor Manufacturing Co Ltd (8.00 %)

Naspers Ltd Class N (5.58 %)

HDFC Bank Ltd (4.96 %)

Intelligent Investor Ethical Share Fund (Managed Fund) (100 %)

Top 3 industries

Financials (28.61 %)

Information Technology (26.60 %)

Consumer Discretionary (20.97 %)

Top 3 countries

India (24.10 %)

China (17.96 %)

Taiwan (13.38 %)

Management fee

0.99 %

0.97 %


Key Summary

FEMX

INES

Issuer

Fidelity

Intelligent Investor

Tracking index

MSCI EM (Emerging Markets)

Asset class

ETF

ETF

Management fee

0.99 %

0.97 %

Price

$6.42

$3.44

Size

$186.975 million

$74.418 million

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

1.28 %

4.41 %

Market

ASX

ASX

First listed date

05/11/2018

12/06/2019

Purchase fee

$6.50

$6.50


Community Stats

FEMX

INES

Popularity

Low

Low

Pearlers invested

119

21

Median incremental investment

$1,002.19

$851.70

Median investment frequency

Monthly

Monthly

Median total investment

$2,542.32

$4,413.52

Average age group

> 35

> 35


Pros and Cons

FEMX

INES

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

FEMX

INES

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

Home