Compare AU
Compare MOAT 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 Morningstar US 'Wide Moat' (MOAT) 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
MOAT | FEMX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 523 | 118 |
Median incremental investment | $1,000.00 | $1,002.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,393.29 | $2,555.93 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | FEMX | |
|---|---|---|
Strategy | The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes. | 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 | Salesforce Inc (3.26 %) Bristol-Myers Squibb Co (2.95 %) Autodesk Inc (2.90 %) | Taiwan Semiconductor Manufacturing Co Ltd (9.66 %) HDFC Bank Ltd (5.59 %) Naspers Ltd Class N (5.49 %) |
Top 3 industries | Other (23.89 %) Health Care (21.03 %) Information Technology (20.60 %) | Financials (28.61 %) Information Technology (26.60 %) Consumer Discretionary (20.97 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | India (24.10 %) China (17.96 %) Taiwan (13.38 %) |
Management fee | 0.49 % | 0.99 % |
Key Summary
MOAT | FEMX | |
|---|---|---|
Issuer | VanEck | Fidelity |
Tracking index | Morningstar Wide Moat Focus Index - AUD | MSCI EM (Emerging Markets) |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.99 % |
Price | $134.03 | $6.36 |
Size | $1.007 billion | $186.975 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.81 % | 1.28 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 05/11/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | FEMX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 523 | 118 |
Median incremental investment | $1,000.00 | $1,002.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,393.29 | $2,555.93 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | FEMX | |
|---|---|---|
Pros |
| |
Cons |
|
MOAT | 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 |