Compare AU
Compare ALPH vs. BNKS
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 ALPH and BNKS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ALPH | BNKS | |
---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 19 |
Median incremental investment | $0 | $1,195.53 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,046.12 |
Average age group | N/A | > 35 |
Key Summary
ALPH | BNKS | |
---|---|---|
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. | BNKS.AX was created on 2016-07-28 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. BNKS.AX aims to track the performance of an index (before fees and expenses) that comprises the largest global banks (ex-Australia), hedged into Australian dollars. |
Top 3 holdings | Schroder Global Equity Alpha Fund - Active ETF (100 %) | AUD - AUSTRALIA DOLLAR (0 %) BRL - BRAZILIAN REAL (0 %) CAD - CANADA DOLLAR (0 %) |
Top 3 industries | Other (85.88 %) Communication Services (33.49 %) Financials (10.62 %) | |
Top 3 countries | United States (34.16 %) Canada (15.63 %) Japan (8.37 %) | |
Management fee | 0 % | 0.57 % |
Key Summary
ALPH | BNKS | |
---|---|---|
Issuer | Schroder | BetaShares |
Tracking index | Nasdaq Global ex-Australia Banks Hedged AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.57 % |
Price | $10.20 | $9.46 |
Size | N/A | $95.803 million |
10Y return | N/A | N/A |
Annual dividend/βdistribution yield (5Y) | - % | 2.35 % |
Market | ASX | ASX |
First listed date | 08/12/2024 | 01/08/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALPH | BNKS | |
---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 19 |
Median incremental investment | $0 | $1,195.53 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,046.12 |
Average age group | N/A | > 35 |
Pros and Cons
ALPH | BNKS | |
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Pros |
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Cons |
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ALPH | BNKS |
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Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |