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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 | 108 | 17 |
Median incremental investment | $1,000.00 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,429.83 | $5,055.42 |
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 (9.71 %) Samsung Electronics Co Ltd (7.86 %) ICICI Bank Ltd ADR (4.13 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.48 %) Visa Inc Class A (5.91 %) Constellation Software Inc (5.10 %) |
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 | China (24.14 %) India (17.74 %) Taiwan (12.90 %) | Australia (44.55 %) United States (18.62 %) Canada (14.34 %) |
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 | $7.05 | $3.27 |
Size | $171.461 million | $66.993 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.61 % | 3.86 % |
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 | 108 | 17 |
Median incremental investment | $1,000.00 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,429.83 | $5,055.42 |
Average age group | > 35 | > 35 |
Pros and Cons
FEMX | INES | |
|---|---|---|
Pros |
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Cons |
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FEMX | INES |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |