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Compare ALFA vs. IOZ
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 iShares Core S&P/ASX 200 ETF (IOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ALFA | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 959 |
Median incremental investment | $1,000.00 | $998.84 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,064.44 | $2,898.18 |
Average age group | > 35 | > 35 |
Key Summary
ALFA | IOZ | |
|---|---|---|
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. | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. |
Top 3 holdings | IGO Ltd (3.93 %) Kingsgate Consolidated Ltd (3.87 %) MA Financial Group Ltd (3.55 %) | COMMONWEALTH BANK OF AUSTRALIA (10.63 %) BHP GROUP LTD (7.83 %) WESTPAC BANKING CORPORATION CORP (4.90 %) |
Top 3 industries | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) | |
Top 3 countries | Australia (100.00 %) | Australia (95.21 %) United States (3.22 %) New Zealand (0.60 %) |
Management fee | 0.39 % | 0.05 % |
Key Summary
ALFA | IOZ | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.05 % |
Price | $23.14 | $35.78 |
Size | $25.563 million | $8.340 billion |
10Y return | N/A | 66.26 % |
Annual distribution yield (5Y) | 0.51 % | 4.03 % |
Market | ASX | ASX |
First listed date | 22/01/2025 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALFA | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 959 |
Median incremental investment | $1,000.00 | $998.84 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,064.44 | $2,898.18 |
Average age group | > 35 | > 35 |
Pros and Cons
ALFA | IOZ | |
|---|---|---|
Pros |
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Cons |
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ALFA | IOZ |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |