Back
Compare AU
Compare FEMX vs. USTB
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 USTB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FEMX | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 117 | 3 |
Median incremental investment | $1,001.41 | $750.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,570.04 | $571.64 |
Average age group | > 35 | > 35 |
Key Summary
FEMX | USTB | |
|---|---|---|
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. | USTB.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. ETFS US Treasury Bond (Currency Hedged) ETF (ASX Code: USTB.AX) invests in US Treasuries across the yield curve while providing currency hedging. US Treasuries are some of the most liquid and closely followed investments in the world. |
Top 3 holdings | Taiwan Semiconductor Manufacturing Co Ltd (6.97 %) HDFC Bank Ltd (6.08 %) Naspers Ltd Class N (4.57 %) | Global X Us Treasury Bond (Currency Hedged) ETF (100 %) |
Top 3 industries | Financials (37.48 %) Information Technology (17.04 %) Consumer Discretionary (11.16 %) | |
Top 3 countries | India (24.10 %) China (17.96 %) Taiwan (13.38 %) | |
Management fee | 0.99 % | 0.19 % |
Key Summary
FEMX | USTB | |
|---|---|---|
Issuer | Fidelity | Global X |
Tracking index | MSCI EM (Emerging Markets) | iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.19 % |
Price | $6.49 | $9.22 |
Size | $183.703 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 1.28 % | 1.32 % |
Market | ASX | ASX |
First listed date | 05/11/2018 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FEMX | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 117 | 3 |
Median incremental investment | $1,001.41 | $750.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,570.04 | $571.64 |
Average age group | > 35 | > 35 |
Pros and Cons
FEMX | USTB | |
|---|---|---|
Pros |
|
|
Cons |
|
|
FEMX | USTB |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |