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Compare IBAL vs. FEMX

Compare shares and ETFs on the ASX that you can trade on Pearler.

iShares Balanced Esg ETF

ASX

Buy

Buy

Overview
Performance

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 iShares Balanced Esg ETF (IBAL) 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

IBAL

FEMX

Popularity

N/A

Low

Pearlers invested

0

120

Median incremental investment

$0

$1,003.50

Median investment frequency

N/A

Monthly

Median total investment

$0

$2,360.70

Average age group

N/A

> 35


Key Summary

IBAL

FEMX

Strategy

IBAL.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds in which the Fund invests, in proportion to a Balanced long term Strategic Asset Allocation .

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

iShares Core MSCI Wld Ex Aus ESG ETF (21.47 %)

iShares Core MSCI Australia ESG ETF (19.80 %)

iShares Treasury ETF (18.46 %)

Taiwan Semiconductor Manufacturing Co Ltd (8.55 %)

Samsung Electronics Co Ltd (6.87 %)

Naspers Ltd Class N (5.06 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.03 %)

Information Technology (35.87 %)

Financials (31.54 %)

Consumer Discretionary (11.78 %)

Top 3 countries

India (24.10 %)

China (17.96 %)

Taiwan (13.38 %)

Management fee

0.22 %

0.99 %


Key Summary

IBAL

FEMX

Issuer

iShares

Fidelity

Tracking index

MSCI EM (Emerging Markets)

Asset class

ETF

ETF

Management fee

0.22 %

0.99 %

Price

$29.20

$6.08

Size

$11.549 million

$194.803 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

1.30 %

1.28 %

Market

ASX

ASX

First listed date

16/08/2022

05/11/2018

Purchase fee

$6.50

$6.50


Community Stats

IBAL

FEMX

Popularity

N/A

Low

Pearlers invested

0

120

Median incremental investment

$0

$1,003.50

Median investment frequency

N/A

Monthly

Median total investment

$0

$2,360.70

Average age group

N/A

> 35


Pros and Cons

IBAL

FEMX

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to US market

  • Lower price growth

  • Higher management fee

  • Lower distribution yield

IBAL

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

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