Compare AU
Compare ALFA vs. IESG
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 IESG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ALFA | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 61 |
Median incremental investment | $1,023.00 | $1,904.83 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,347.34 | $6,103.06 |
Average age group | > 35 | 26 - 35 |
Key Summary
ALFA | IESG | |
|---|---|---|
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. | IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 327.35m in AUM and 84 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers |
Top 3 holdings | VanEck Australian Long Short Complex ETF (100 %) | COMMONWEALTH BANK OF AUSTRALIA (13.37 %) CSL LTD (9.02 %) WESFARMERS LTD (8.29 %) |
Top 3 industries | Financials (28.56 %) Materials (17.37 %) Health Care (11.16 %) | |
Top 3 countries | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) | |
Management fee | 0.39 % | 0.01 % |
Key Summary
ALFA | IESG | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.01 % |
Price | $20.54 | $31.16 |
Size | $9.154 million | $329.102 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 2.63 % |
Market | ASX | ASX |
First listed date | 22/01/2025 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALFA | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 61 |
Median incremental investment | $1,023.00 | $1,904.83 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,347.34 | $6,103.06 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
ALFA | IESG | |
|---|---|---|
Pros |
| |
Cons |
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ALFA | IESG |
|---|---|
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 |