Compare AU
Compare ALFA vs. BHYB
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are ALFA and BHYB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ALFA | BHYB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 11 |
Median incremental investment | $1,008.50 | $1,043.09 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,233.81 | $2,450.24 |
Average age group | > 35 | > 35 |
Key Summary
ALFA | BHYB | |
|---|---|---|
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. | BHYB.AX was created on 2021-04-21 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 561.26m in AUM and 17 holdings. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Banking Preferred Shares Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | VanEck Australian Long Short Complex ETF (100 %) | NABPH (8.23 %) NABPI (6.91 %) NABPF (6.39 %) |
Top 3 industries | Other (99.51 %) Communication Services (0.49 %) | |
Top 3 countries | ||
Management fee | 0.39 % | 0.35 % |
Key Summary
ALFA | BHYB | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | Solactive Australian Banking Preferred Shares Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.35 % |
Price | $19.43 | $9.88 |
Size | $9.102 million | $562.077 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 4.16 % |
Market | ASX | ASX |
First listed date | 22/01/2025 | 22/04/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALFA | BHYB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 11 |
Median incremental investment | $1,008.50 | $1,043.09 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,233.81 | $2,450.24 |
Average age group | > 35 | > 35 |
Pros and Cons
ALFA | BHYB | |
|---|---|---|
Pros |
| |
Cons |
|
ALFA | BHYB |
|---|---|
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |