Back
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, 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 VanEck Morningstar Australian Moat Income ETF (DVDY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ALPH | DVDY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 49 |
Median incremental investment | $1,309.00 | $655.56 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,245.45 | $904.50 |
Average age group | 26 - 35 | > 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 | Alphabet Inc Class A (6.41 %) NVIDIA Corp (6.28 %) Broadcom Inc (4.63 %) | Macquarie Group Ltd (5.21 %) Woolworths Group Ltd (4.92 %) APA Group (4.78 %) |
Top 3 industries | Consumer Discretionary (29.55 %) Financials (20.59 %) Health Care (19.39 %) | |
Top 3 countries | United States (67.41 %) United Kingdom of Great Britain and Northern Ireland (8.70 %) Japan (4.46 %) | 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 | $10.79 | $20.06 |
Size | N/A | $30.830 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.54 % | 4.44 % |
Market | ASX | ASX |
First listed date | 08/12/2024 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALPH | DVDY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 49 |
Median incremental investment | $1,309.00 | $655.56 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,245.45 | $904.50 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ALPH | DVDY | |
|---|---|---|
Pros |
|
|
Cons |
|
|
ALPH | DVDY |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |