Compare AU
Compare GIVE 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, shares and ETFs are a popular choice. Two options in the ASX are GIVE and FEMX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GIVE | FEMX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 118 |
Median incremental investment | $523.25 | $1,002.19 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $800.00 | $2,555.93 |
Average age group | 26 - 35 | > 35 |
Key Summary
GIVE | FEMX | |
|---|---|---|
Strategy | GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. | 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 | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) | Taiwan Semiconductor Manufacturing Co Ltd (9.66 %) HDFC Bank Ltd (5.59 %) Naspers Ltd Class N (5.49 %) |
Top 3 industries | Financials (28.61 %) Information Technology (26.60 %) Consumer Discretionary (20.97 %) | |
Top 3 countries | India (24.10 %) China (17.96 %) Taiwan (13.38 %) | |
Management fee | 0.65 % | 0.99 % |
Key Summary
GIVE | FEMX | |
|---|---|---|
Issuer | Perpetual | Fidelity |
Tracking index | S&P/ASX 300 Index - AUD | MSCI EM (Emerging Markets) |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.99 % |
Price | $3.19 | $6.36 |
Size | N/A | $186.975 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 5.50 % | 1.28 % |
Market | ASX | ASX |
First listed date | 28/11/2021 | 05/11/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GIVE | FEMX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 118 |
Median incremental investment | $523.25 | $1,002.19 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $800.00 | $2,555.93 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
GIVE | FEMX | |
|---|---|---|
Pros |
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Cons |
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GIVE | FEMX |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |