Back
Compare AU
Compare ALFA vs. ULTB
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 20+ Year U.S. Treasury Bond (Hedged) ETF (ULTB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ALFA | ULTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 1 |
Median incremental investment | $993.50 | $25,000.00 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $2,046.88 | $72,267.57 |
Average age group | > 35 | > 35 |
Key Summary
ALFA | ULTB | |
|---|---|---|
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. | N/A |
Top 3 holdings | Woolworths Group Ltd (5.47 %) BHP Group Ltd (5.30 %) Telstra Group Ltd (5.24 %) | ISHARES $ TREASURY BOND 20+Y AUDHD (99.94 %) AUD CASH (0.05 %) EUR CASH (0.00 %) |
Top 3 industries | ||
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.39 % | 0 % |
Key Summary
ALFA | ULTB | |
|---|---|---|
Issuer | VanEck | |
Tracking index | ||
Asset class | ETF | Stock |
Management fee | 0.39 % | 0 % |
Price | $22.93 | $84.55 |
Size | $37.098 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.70 % | 3.69 % |
Market | ASX | ASX |
First listed date | 22/01/2025 | 05/09/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALFA | ULTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 1 |
Median incremental investment | $993.50 | $25,000.00 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $2,046.88 | $72,267.57 |
Average age group | > 35 | > 35 |
Pros and Cons
ALFA | ULTB | |
|---|---|---|
Pros |
|
|
Cons |
|
|
ALFA | ULTB |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Lower dividend/distribution yield | Higher dividend/distribution yield |