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Compare INCM vs. FEMX

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

BetaShares Global Income Leaders 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 BetaShares Global Income Leaders ETF (INCM) 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

INCM

FEMX

Popularity

Low

Low

Pearlers invested

13

123

Median incremental investment

$1,293.46

$1,002.70

Median investment frequency

Monthly

Monthly

Median total investment

$4,799.10

$2,529.70

Average age group

> 35

> 35


Key Summary

INCM

FEMX

Strategy

INCM.AX was created on 2018-10-18 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The fund aims to track the performance of an index (before fees and expenses) that comprises 100 high-yielding global companies (ex-Australia) selected for their potential to generate attractive and sustainable income.

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

AT&T INC (2.62 %)

VERIZON COMMUNICATIONS INC (2.29 %)

BRISTOL-MYERS SQUIBB CO (2.02 %)

Taiwan Semiconductor Manufacturing Co Ltd (9.07 %)

HDFC Bank Ltd (5.88 %)

Naspers Ltd Class N (5.47 %)

Top 3 industries

Other (29.39 %)

Utilities (23.27 %)

Financials (11.57 %)

Financials (35.64 %)

Information Technology (27.00 %)

Consumer Discretionary (12.58 %)

Top 3 countries

United States (70.82 %)

Korea (4.54 %)

Hong Kong (3.66 %)

India (24.10 %)

China (17.96 %)

Taiwan (13.38 %)

Management fee

0.45 %

0.99 %


Key Summary

INCM

FEMX

Issuer

BetaShares

Fidelity

Tracking index

Nasdaq Global Income Leaders Index - USD-US Dollar

MSCI EM (Emerging Markets)

Asset class

ETF

ETF

Management fee

0.45 %

0.99 %

Price

$18.90

$6.14

Size

$40.687 million

$179.030 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.16 %

1.28 %

Market

ASX

ASX

First listed date

22/10/2018

05/11/2018

Purchase fee

$6.50

$6.50


Community Stats

INCM

FEMX

Popularity

Low

Low

Pearlers invested

13

123

Median incremental investment

$1,293.46

$1,002.70

Median investment frequency

Monthly

Monthly

Median total investment

$4,799.10

$2,529.70

Average age group

> 35

> 35


Pros and Cons

INCM

FEMX

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INCM

FEMX

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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