Compare AU
Compare FEMX vs. YMAX
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 Aus Top 20 Equity Yield Max Fund (Managed Fund) (YMAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FEMX | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 120 | 42 |
Median incremental investment | $1,002.19 | $1,499.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,518.40 | $3,107.30 |
Average age group | > 35 | > 35 |
Key Summary
FEMX | YMAX | |
|---|---|---|
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. | YMAX.AX was created on 2012-11-22 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 519.03m in AUM and 19 holdings. YMAX.AX aims to generate attractive quarterly income and reduce the volatility of portfolio returns by implementing an equity income investment strategy over a portfolio of the 20 largest blue-chip shares listed on the ASX. YMAX.AX does not aim to track an index. |
Top 3 holdings | Taiwan Semiconductor Manufacturing Co Ltd (8.00 %) Naspers Ltd Class N (5.58 %) HDFC Bank Ltd (4.96 %) | ANZ AU 07/18/24 C30 (0 %) ALL AU 07/18/24 C50 (0 %) AS51 07/18/24 C7900 (0 %) |
Top 3 industries | Financials (28.61 %) Information Technology (26.60 %) Consumer Discretionary (20.97 %) | Financials (41.82 %) Materials (21.03 %) Health Care (9.93 %) |
Top 3 countries | India (24.10 %) China (17.96 %) Taiwan (13.38 %) | Australia (100.00 %) |
Management fee | 0.99 % | 0.76 % |
Key Summary
FEMX | YMAX | |
|---|---|---|
Issuer | Fidelity | BetaShares |
Tracking index | MSCI EM (Emerging Markets) | |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.76 % |
Price | $6.42 | $8.02 |
Size | $186.975 million | $529.981 million |
10Y return | N/A | -25.67 % |
Annual distribution yield (5Y) | 1.28 % | 10.30 % |
Market | ASX | ASX |
First listed date | 05/11/2018 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FEMX | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 120 | 42 |
Median incremental investment | $1,002.19 | $1,499.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,518.40 | $3,107.30 |
Average age group | > 35 | > 35 |
Pros and Cons
FEMX | YMAX | |
|---|---|---|
Pros |
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Cons |
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FEMX | YMAX |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |