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Compare ALFA vs. ADEF
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 VanEck Australian Long Short Complex ETF (ALFA) and the Apostle Dundas Gbl Eqty Fund - Class D Active ETF (ADEF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ALFA | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 16 | 0 |
Median incremental investment | $1,000.00 | $0 |
Median investment frequency | Fortnightly | N/A |
Median total investment | $1,438.72 | $0 |
Average age group | > 35 | N/A |
Key Summary
ALFA | ADEF | |
|---|---|---|
Strategy | ALFA.AX was created on 2025-01-21 by VanEck. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Benchmark) over the medium to long term after fees and other costs. There is no guarantee that this objective will be achieved. | ADEF.AX was created on 2021-02-24 by Apostle. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to deliver Long-Term dividend growth and capital appreciation. The target is to exceed the MSCI All Country World ex Australia Index by 2.5% p.a. after all fees and expenses on a rolling 5 year basis. |
Top 3 holdings | Eagers Automotive Ltd (8.78 %) Monadelphous Group Ltd (8.76 %) Pro Medicus Ltd (8.59 %) | Alphabet Inc Class C (4.12 %) Microsoft Corp (3.94 %) WR Berkley Corp (3.64 %) |
Top 3 industries | Financials (38.26 %) Information Technology (31.92 %) Industrials (11.72 %) | |
Top 3 countries | Australia (100.00 %) | United States (58.40 %) France (11.68 %) Switzerland (4.50 %) |
Management fee | 0.39 % | 0 % |
Key Summary
ALFA | ADEF | |
|---|---|---|
Issuer | VanEck | Apostle |
Tracking index | MSCI All Country World ex-Australia Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0 % |
Price | $22.48 | $5.78 |
Size | $24.616 million | $15.792 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.51 % | 0.32 % |
Market | ASX | ASX |
First listed date | 22/01/2025 | 23/02/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALFA | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 16 | 0 |
Median incremental investment | $1,000.00 | $0 |
Median investment frequency | Fortnightly | N/A |
Median total investment | $1,438.72 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
ALFA | ADEF | |
|---|---|---|
Pros |
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Cons |
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ALFA | ADEF |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |