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Compare ALPH vs. ALTB
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 Schroder Global Equity Alpha Fund - Active ETF (ALPH) and the iShares 15+ Year Australian Government Bond ETF (ALTB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ALPH | ALTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 2 |
Median incremental investment | $1,309.00 | $2,031.45 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,215.55 | $18,416.48 |
Average age group | 26 - 35 | > 35 |
Key Summary
ALPH | ALTB | |
|---|---|---|
Strategy | ALPH.AX was created on 2024-12-04 by Schroder. The fund's investment portfolio concentrates primarily on total market equity. To provide capital growth in excess of the MSCI All Country World Index (Net TR) Index before fees over a three to five year period by investing in equities of companies worldwide. | ALTB.AX was created on 2024-06-07 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of bonds issued by the Australian Commonwealth Government and Australian Semi-Governments that have a remaining maturity of fifteen years or more. |
Top 3 holdings | NVIDIA Corp (5.72 %) Alphabet Inc Class A (5.32 %) Microsoft Corp (3.94 %) | Australia (Commonwealth of) 2.75% (22.05 %) Australia (Commonwealth of) 4.75% (19.99 %) Australia (Commonwealth of) 3% (19.74 %) |
Top 3 industries | ||
Top 3 countries | United States (67.41 %) United Kingdom of Great Britain and Northern Ireland (8.70 %) Japan (4.46 %) | |
Management fee | 0 % | 0.15 % |
Key Summary
ALPH | ALTB | |
|---|---|---|
Issuer | Schroder | iShares |
Tracking index | Bloomberg AusBond Government 0-15 Year Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.15 % |
Price | $10.57 | $95.67 |
Size | N/A | $174.263 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.54 % | 1.85 % |
Market | ASX | ASX |
First listed date | 08/12/2024 | 12/06/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALPH | ALTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 2 |
Median incremental investment | $1,309.00 | $2,031.45 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,215.55 | $18,416.48 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ALPH | ALTB | |
|---|---|---|
Pros |
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Cons |
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ALPH | ALTB |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |