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Compare ALPH vs. HEUR
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 Europe Currency Hedged ETF (HEUR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ALPH | HEUR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 17 |
Median incremental investment | $1,309.00 | $1,214.06 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,317.90 | $4,292.10 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
ALPH | HEUR | |
|---|---|---|
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. | HEUR.AX was created on 2016-05-10 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, hedged into Australian dollars. |
Top 3 holdings | Microsoft Corp (6.44 %) Alphabet Inc Class A (5.83 %) Meta Platforms Inc Class A (4.11 %) | EUR - EURO (0 %) AUD - AUSTRALIA DOLLAR (0 %) HKD - HONG KONG DOLLAR (0 %) |
Top 3 industries | Other (99.64 %) Financials (4.65 %) Consumer Staples (3.10 %) | |
Top 3 countries | France (31.14 %) Germany (29.68 %) Netherlands (15.99 %) | |
Management fee | 0 % | 0.56 % |
Key Summary
ALPH | HEUR | |
|---|---|---|
Issuer | Schroder | BetaShares |
Tracking index | S&P Eurozone Exporters AUD Hedged Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.56 % |
Price | $11.46 | $17.00 |
Size | N/A | $75.579 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.36 % | 5.25 % |
Market | ASX | ASX |
First listed date | 08/12/2024 | 12/05/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALPH | HEUR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 17 |
Median incremental investment | $1,309.00 | $1,214.06 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,317.90 | $4,292.10 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
ALPH | HEUR | |
|---|---|---|
Pros |
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Cons |
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ALPH | HEUR |
|---|---|
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 |