Compare AU
Compare ALPH vs. HVLU
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 are a popular choice. Two options in the ASX are ALPH and HVLU. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ALPH | HVLU | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | $0 | $6,000.00 |
Median investment frequency | N/A | Weekly |
Median total investment | $0 | $27,170.07 |
Average age group | N/A | > 35 |
Key Summary
ALPH | HVLU | |
|---|---|---|
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. | HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. |
Top 3 holdings | Schroder Global Equity Alpha Fund - Active ETF (100 %) | VanEck MSCI International Value (Aud Hedged) ETF (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0 % | 0.29 % |
Key Summary
ALPH | HVLU | |
|---|---|---|
Issuer | Schroder | VanEck |
Tracking index | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.29 % |
Price | $10.20 | $28.57 |
Size | N/A | $31.507 million |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | - % | 0.78 % |
Market | ASX | ASX |
First listed date | 08/12/2024 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALPH | HVLU | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | $0 | $6,000.00 |
Median investment frequency | N/A | Weekly |
Median total investment | $0 | $27,170.07 |
Average age group | N/A | > 35 |
Pros and Cons
ALPH | HVLU | |
|---|---|---|
Pros |
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Cons |
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ALPH | HVLU |
|---|---|
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |