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Compare INES vs. FEMX

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

Intelligent Investor Eth Share Fund - Active 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 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

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

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