Compare AU
Compare ALPH vs. DVDY
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 DVDY. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ALPH | DVDY | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 53 |
Median incremental investment | $0 | $650.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,267.20 |
Average age group | N/A | > 35 |
Key Summary
ALPH | DVDY | |
|---|---|---|
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. | DVDY.AX was created on 2020-09-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. |
Top 3 holdings | Schroder Global Equity Alpha Fund - Active ETF (100 %) | Medibank Pvt Ltd (5.03 %) Computershare Ltd (4.98 %) Telstra Group Ltd (4.64 %) |
Top 3 industries | Industrials (40.28 %) Financials (20.12 %) Real Estate (10.42 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0 % | 0.35 % |
Key Summary
ALPH | DVDY | |
|---|---|---|
Issuer | Schroder | VanEck |
Tracking index | Morningstar Australia Dividend Yield Focus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.35 % |
Price | $10.20 | $23.04 |
Size | N/A | $63.712 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 4.87 % |
Market | ASX | ASX |
First listed date | 08/12/2024 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALPH | DVDY | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 53 |
Median incremental investment | $0 | $650.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,267.20 |
Average age group | N/A | > 35 |
Pros and Cons
ALPH | DVDY | |
|---|---|---|
Pros |
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Cons |
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ALPH | DVDY |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |