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Compare GEAR vs. FEMX
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 Betashares Geared Australian Equities Complex ETF (GEAR) and the Fidelity Global Emerging Markets Active ETF (FEMX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GEAR | FEMX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 296 | 105 |
Median incremental investment | $1,000.00 | $1,000.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,451.57 | $3,928.32 |
Average age group | 26 - 35 | > 35 |
Key Summary
GEAR | FEMX | |
|---|---|---|
Strategy | GEAR.AX was created on 2014-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to provide investors with geared exposure to a diversified portfolio of Australian shares as simply as buying any share on the ASX. As the fund is internally geared, investors do not need to take out margin loans and do not have the possibility of margin calls in relation to their investment in the Fund. | 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. |
Top 3 holdings | BHP GROUP LTD (25.24 %) COMMONWEALTH BANK OF AUSTRALIA (20.36 %) NATIONAL AUSTRALIA BANK LTD (9.57 %) | Taiwan Semiconductor Manufacturing Co Ltd (9.71 %) Samsung Electronics Co Ltd (7.86 %) ICICI Bank Ltd ADR (4.13 %) |
Top 3 industries | Other (36.19 %) Financials (21.66 %) Materials (11.94 %) | Financials (34.66 %) Information Technology (22.60 %) Consumer Discretionary (18.14 %) |
Top 3 countries | Australia (95.42 %) United States (3.04 %) New Zealand (0.60 %) | China (24.14 %) India (17.74 %) Taiwan (12.90 %) |
Management fee | 0.8 % | 0.99 % |
Key Summary
GEAR | FEMX | |
|---|---|---|
Issuer | BetaShares | Fidelity |
Tracking index | MSCI EM (Emerging Markets) | |
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.99 % |
Price | $35.58 | $7.36 |
Size | $560.217 million | $166.886 million |
10Y return | 85.60 % | N/A |
Annual distribution yield (5Y) | 5.40 % | 3.38 % |
Market | ASX | ASX |
First listed date | 02/05/2014 | 05/11/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GEAR | FEMX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 296 | 105 |
Median incremental investment | $1,000.00 | $1,000.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,451.57 | $3,928.32 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
GEAR | FEMX | |
|---|---|---|
Pros |
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Cons |
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GEAR | FEMX |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |