Compare AU
Compare ALFA vs. HGBL
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 HGBL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ALFA | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 78 |
Median incremental investment | $1,008.50 | $4,993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,242.70 | $15,184.40 |
Average age group | > 35 | 26 - 35 |
Key Summary
ALFA | HGBL | |
|---|---|---|
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. | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. |
Top 3 holdings | VanEck Australian Long Short Complex ETF (100 %) | MSCI WORLD INDEX JUN25 (0 %) APPLE INC (4.73 %) MICROSOFT CORP (4.38 %) |
Top 3 industries | Other (31.11 %) Information Technology (21.70 %) Financials (8.95 %) | |
Top 3 countries | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) | |
Management fee | 0.39 % | 0.11 % |
Key Summary
ALFA | HGBL | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.11 % |
Price | $19.58 | $63.95 |
Size | $9.102 million | $1.188 billion |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 0.53 % |
Market | ASX | ASX |
First listed date | 22/01/2025 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALFA | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 78 |
Median incremental investment | $1,008.50 | $4,993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,242.70 | $15,184.40 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
ALFA | HGBL | |
|---|---|---|
Pros |
| |
Cons |
|
ALFA | HGBL |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |