Compare AU
Compare ALFA vs. IVV
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 IVV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ALFA | IVV | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 8 | 16,586 |
Median incremental investment | $1,023.00 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,347.34 | $2,696.98 |
Average age group | > 35 | 26 - 35 |
Key Summary
ALFA | IVV | |
|---|---|---|
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. | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. |
Top 3 holdings | VanEck Australian Long Short Complex ETF (100 %) | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | |
Top 3 countries | United States (99.92 %) | |
Management fee | 0.39 % | 0.04 % |
Key Summary
ALFA | IVV | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.04 % |
Price | $20.54 | $58.96 |
Size | $9.154 million | $10.027 billion |
10Y return | N/A | 227.50 % |
Annual dividend/ distribution yield (5Y) | - % | 10.73 % |
Market | ASX | ASX |
First listed date | 22/01/2025 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALFA | IVV | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 8 | 16,586 |
Median incremental investment | $1,023.00 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,347.34 | $2,696.98 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
ALFA | IVV | |
|---|---|---|
Pros |
| |
Cons |
|
ALFA | IVV |
|---|---|
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 |