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Compare ALPH vs. GBND
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 Betashares Global Green Bond Currency Hedged ETF (GBND). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ALPH | GBND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 19 |
Median incremental investment | $1,309.00 | $1,091.90 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,361.60 | $1,556.80 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
ALPH | GBND | |
|---|---|---|
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. | GBND.AX was created on 2019-11-26 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian and Global Select Sustainability Leaders Bond TR Index - AUD Hedged, before taking into account fees and expenses. |
Top 3 holdings | NVIDIA Corp (7.34 %) Alphabet Inc Class A (5.09 %) Microsoft Corp (4.59 %) | EURO-BOBL FUTURE DEC26 (0 %) AUD - AUSTRALIA DOLLAR (0 %) EUR - EURO (0 %) |
Top 3 industries | Other (74.40 %) Communication Services (25.60 %) | |
Top 3 countries | United States (67.41 %) United Kingdom of Great Britain and Northern Ireland (8.70 %) Japan (4.46 %) | |
Management fee | 0 % | 0.49 % |
Key Summary
ALPH | GBND | |
|---|---|---|
Issuer | Schroder | BetaShares |
Tracking index | Solactive Australian and Global Select Sustainability Leaders Bond Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.49 % |
Price | $11.84 | $19.50 |
Size | N/A | $192.811 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.61 % | 2.93 % |
Market | ASX | ASX |
First listed date | 08/12/2024 | 28/11/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALPH | GBND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 19 |
Median incremental investment | $1,309.00 | $1,091.90 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,361.60 | $1,556.80 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
ALPH | GBND | |
|---|---|---|
Pros |
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Cons |
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ALPH | GBND |
|---|---|
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 |