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Compare INES 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 Intelligent Investor Eth Share Fund - Active ETF (INES) 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
INES | FEMX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 119 |
Median incremental investment | $803.40 | $1,001.53 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,968.98 | $2,693.70 |
Average age group | > 35 | > 35 |
Key Summary
INES | FEMX | |
|---|---|---|
Strategy | INES.AX was created on 2019-06-11 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To invest in a portfolio of ethically and socially responsible undervalued stocks to achieve medium to long-term capital growth. | 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 | Visa Inc Class A (6.64 %) Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.37 %) CME Group Inc Class A (5.93 %) | Taiwan Semiconductor Manufacturing Co Ltd (6.97 %) HDFC Bank Ltd (6.08 %) Naspers Ltd Class N (4.57 %) |
Top 3 industries | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) | Financials (37.48 %) Information Technology (17.04 %) Consumer Discretionary (11.16 %) |
Top 3 countries | India (24.10 %) China (17.96 %) Taiwan (13.38 %) | |
Management fee | 0.97 % | 0.99 % |
Key Summary
INES | FEMX | |
|---|---|---|
Issuer | Intelligent Investor | Fidelity |
Tracking index | MSCI EM (Emerging Markets) | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.99 % |
Price | $3.82 | $6.62 |
Size | $78.102 million | $182.567 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.41 % | 1.61 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 05/11/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | FEMX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 119 |
Median incremental investment | $803.40 | $1,001.53 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,968.98 | $2,693.70 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | FEMX | |
|---|---|---|
Pros |
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Cons |
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INES | FEMX |
|---|---|
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 |