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Compare ALFA vs. R3AL
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 Clearbridge Real Income Fund - Active ETF (R3AL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ALFA | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 17 | 0 |
Median incremental investment | $993.50 | $0 |
Median investment frequency | Fortnightly | N/A |
Median total investment | $2,046.88 | $0 |
Average age group | > 35 | N/A |
Key Summary
ALFA | R3AL | |
|---|---|---|
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. | R3AL.AX was created on 2010-11-17 by Martin Currie. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 443.22m in AUM and 35 holdings. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index yield and to grow this income above the rate of Inflation. |
Top 3 holdings | Woolworths Group Ltd (5.47 %) BHP Group Ltd (5.30 %) Telstra Group Ltd (5.24 %) | Aurizon Holdings Ltd (7.09 %) Scentre Group (6.93 %) Transurban Group (6.37 %) |
Top 3 industries | Real Estate (61.04 %) Industrials (20.02 %) Utilities (10.96 %) | |
Top 3 countries | Australia (100.00 %) | Australia (70.99 %) New Zealand (10.25 %) United States (7.21 %) |
Management fee | 0.39 % | 0 % |
Key Summary
ALFA | R3AL | |
|---|---|---|
Issuer | VanEck | Martin Currie |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0 % |
Price | $22.93 | $1.505 |
Size | $37.098 million | $432.748 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.70 % | 4.60 % |
Market | ASX | ASX |
First listed date | 22/01/2025 | 27/01/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALFA | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 17 | 0 |
Median incremental investment | $993.50 | $0 |
Median investment frequency | Fortnightly | N/A |
Median total investment | $2,046.88 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
ALFA | R3AL | |
|---|---|---|
Pros |
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Cons |
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ALFA | R3AL |
|---|---|
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 distribution yield | Higher distribution yield |