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Compare FEMX vs. INES
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 Intelligent Investor Eth Share Fund - Active ETF (INES). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FEMX | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 113 | 19 |
Median incremental investment | $1,000.00 | $704.36 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,336.16 | $5,828.42 |
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 (9.55 %) HDFC Bank Ltd (4.86 %) Naspers Ltd Class N (4.56 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.91 %) Visa Inc Class A (5.80 %) ResMed Inc Chess Depository Interest (5.05 %) |
Top 3 industries | Financials (34.66 %) Information Technology (22.60 %) Consumer Discretionary (18.14 %) | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) |
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 | $7.13 | $3.79 |
Size | $194.476 million | $76.614 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.61 % | 3.41 % |
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 | 113 | 19 |
Median incremental investment | $1,000.00 | $704.36 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,336.16 | $5,828.42 |
Average age group | > 35 | > 35 |
Pros and Cons
FEMX | INES | |
|---|---|---|
Pros |
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Cons |
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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 |