Compare AU
Compare ALFA vs. IBAL
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 IBAL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ALFA | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 1 |
Median incremental investment | $1,023.00 | $993.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $1,345.37 | $969.21 |
Average age group | > 35 | > 35 |
Key Summary
ALFA | IBAL | |
|---|---|---|
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. | IBAL.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds in which the Fund invests, in proportion to a Balanced long term Strategic Asset Allocation . |
Top 3 holdings | VanEck Australian Long Short Complex ETF (100 %) | iShares Core MSCI Wld Ex Aus ESG ETF (23.89 %) iShares Treasury ETF (16.32 %) iShares Core MSCI Australia ESG ETF (16.19 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | |
Management fee | 0.39 % | 0.22 % |
Key Summary
ALFA | IBAL | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.22 % |
Price | $20.54 | $29.37 |
Size | $9.154 million | $17.756 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 1.53 % |
Market | ASX | ASX |
First listed date | 22/01/2025 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALFA | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 1 |
Median incremental investment | $1,023.00 | $993.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $1,345.37 | $969.21 |
Average age group | > 35 | > 35 |
Pros and Cons
ALFA | IBAL | |
|---|---|---|
Pros |
| |
Cons |
|
ALFA | IBAL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |