Compare AU
Compare FEMX vs. LSGE
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 Loomis Sayles Global Equity Fund - Active ETF (LSGE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FEMX | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 124 | 1 |
Median incremental investment | $1,002.70 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,590.63 | $0 |
Average age group | > 35 | N/A |
Key Summary
FEMX | LSGE | |
|---|---|---|
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. | LSGE.AX was created on 2021-10-01 by Loomis Sayles. The fund's investment portfolio concentrates primarily on total market equity. To provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the Funds benchmark over a full market cycle. |
Top 3 holdings | Taiwan Semiconductor Manufacturing Co Ltd (9.07 %) HDFC Bank Ltd (5.88 %) Naspers Ltd Class N (5.47 %) | Meta Platforms Inc Class A (7.21 %) Tesla Inc (6.54 %) Amazon.com Inc (6.31 %) |
Top 3 industries | Financials (35.64 %) Information Technology (27.00 %) Consumer Discretionary (12.58 %) | Consumer Discretionary (34.74 %) Communication Services (32.83 %) Information Technology (25.88 %) |
Top 3 countries | India (24.10 %) China (17.96 %) Taiwan (13.38 %) | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) |
Management fee | 0.99 % | 0.99 % |
Key Summary
FEMX | LSGE | |
|---|---|---|
Issuer | Fidelity | Loomis Sayles |
Tracking index | MSCI EM (Emerging Markets) | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.99 % |
Price | $6.22 | $3.80 |
Size | $176.560 million | $52.692 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.28 % | 0.71 % |
Market | ASX | ASX |
First listed date | 05/11/2018 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FEMX | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 124 | 1 |
Median incremental investment | $1,002.70 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,590.63 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
FEMX | LSGE | |
|---|---|---|
Pros |
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Cons |
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FEMX | LSGE |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |