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Compare ALPH vs. ESTX
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 Global X Euro Stoxx 50 ETF (ESTX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ALPH | ESTX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 116 |
Median incremental investment | $1,309.00 | $1,030.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,196.00 | $4,213.02 |
Average age group | 26 - 35 | > 35 |
Key Summary
ALPH | ESTX | |
|---|---|---|
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. | ESTX.AX was created on 2016-07-19 by ETFS. The fund's investment portfolio concentrates primarily on large cap equity. ETFS EURO STOXX 50 ETF (ESTX.AX) aims to provide investors with a return that (before fees and expenses) tracks the performance of the EURO STOXX 50 Index by holding all of the shares that make up the index closely in proportion to their index weights. |
Top 3 holdings | NVIDIA Corp (5.72 %) Alphabet Inc Class A (5.32 %) Microsoft Corp (3.94 %) | ASML Holding NV (10.70 %) Siemens AG (4.18 %) SAP SE (3.93 %) |
Top 3 industries | Information Technology (32.54 %) Industrials (26.97 %) Financials (17.62 %) | |
Top 3 countries | United States (67.41 %) United Kingdom of Great Britain and Northern Ireland (8.70 %) Japan (4.46 %) | Germany (29.66 %) France (29.62 %) Netherlands (18.70 %) |
Management fee | 0 % | 0.35 % |
Key Summary
ALPH | ESTX | |
|---|---|---|
Issuer | Schroder | ETFS |
Tracking index | Euro STOXX 50 | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.35 % |
Price | $10.40 | $100.31 |
Size | N/A | $438.080 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.54 % | 3.14 % |
Market | ASX | ASX |
First listed date | 08/12/2024 | 21/07/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALPH | ESTX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 116 |
Median incremental investment | $1,309.00 | $1,030.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,196.00 | $4,213.02 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ALPH | ESTX | |
|---|---|---|
Pros |
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Cons |
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ALPH | ESTX |
|---|---|
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 |