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Compare ALPH vs. BILL
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 Core Cash ETF (BILL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ALPH | BILL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 18 |
Median incremental investment | $1,309.00 | $11,926.75 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,231.65 | $7,282.63 |
Average age group | 26 - 35 | > 35 |
Key Summary
ALPH | BILL | |
|---|---|---|
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. | BILL.AX was created on 2017-06-02 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investors with the performance, before fees and expenses, of an index comprised of Australian bank bills. |
Top 3 holdings | NVIDIA Corp (6.06 %) Alphabet Inc Class A (5.29 %) Microsoft Corp (4.01 %) | RBC MONEY MARKET 11AM (28.93 %) SUMITOMO MITSUI BANKING CORP (SYDN (2.97 %) SUMITOMO MITSUI BANKING CORP (SYDN (2.12 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | |
Top 3 countries | United States (67.41 %) United Kingdom of Great Britain and Northern Ireland (8.70 %) Japan (4.46 %) | |
Management fee | 0 % | 0.07 % |
Key Summary
ALPH | BILL | |
|---|---|---|
Issuer | Schroder | iShares |
Tracking index | S&P/ASX Bank Bill Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.07 % |
Price | $10.71 | $100.45 |
Size | N/A | $1.179 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.54 % | 2.10 % |
Market | ASX | ASX |
First listed date | 08/12/2024 | 06/06/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALPH | BILL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 18 |
Median incremental investment | $1,309.00 | $11,926.75 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,231.65 | $7,282.63 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ALPH | BILL | |
|---|---|---|
Pros |
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Cons |
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ALPH | BILL |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |