Compare AU
Compare FEMX vs. WRLD
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 BetaShares Managed Risk Global Share Fund (Managed Fund) (WRLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FEMX | WRLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 119 | 3 |
Median incremental investment | $1,001.67 | $2,002.75 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,514.60 | $2,709.20 |
Average age group | > 35 | 26 - 35 |
Key Summary
FEMX | WRLD | |
|---|---|---|
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. | WRLD.AX was created on 2015-12-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide exposure to a broadly diversified portfolio of global shares, whilereducing the volatility of the equity investment returns and defending against losses in decliningmarkets. |
Top 3 holdings | Taiwan Semiconductor Manufacturing Co Ltd (9.66 %) HDFC Bank Ltd (5.59 %) Naspers Ltd Class N (5.49 %) | APPLE INC (5.62 %) NVIDIA CORP (4.86 %) MICROSOFT CORP (4.75 %) |
Top 3 industries | Financials (35.52 %) Information Technology (21.59 %) Consumer Discretionary (18.37 %) | Other (29.91 %) Information Technology (23.98 %) Health Care (8.49 %) |
Top 3 countries | India (24.10 %) China (17.96 %) Taiwan (13.38 %) | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) |
Management fee | 0.99 % | 0.54 % |
Key Summary
FEMX | WRLD | |
|---|---|---|
Issuer | Fidelity | BetaShares |
Tracking index | MSCI EM (Emerging Markets) | |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.54 % |
Price | $6.35 | $20.84 |
Size | $184.753 million | $52.865 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.28 % | 1.79 % |
Market | ASX | ASX |
First listed date | 05/11/2018 | 21/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FEMX | WRLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 119 | 3 |
Median incremental investment | $1,001.67 | $2,002.75 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,514.60 | $2,709.20 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
FEMX | WRLD | |
|---|---|---|
Pros |
| |
Cons |
|
FEMX | WRLD |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |