Compare AU
Compare ALPH vs. ILB
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 and ETFs are a popular choice. Two options in the ASX are ALPH and ILB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ALPH | ILB | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 10 |
Median incremental investment | $0 | $1,269.71 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $2,104.26 |
Average age group | N/A | > 35 |
Key Summary
ALPH | ILB | |
|---|---|---|
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. | ILB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 912.17m in AUM and 11 holdings. The fund aims to provide investors with the performance of the Bloomberg AusBond Inflation Government 0+ Yr Index, before fees and expenses. The index is designed to measure the performance of a segment of the Australian bond market comprised of inflation-linked fixed income securities. |
Top 3 holdings | Schroder Global Equity Alpha Fund - Active ETF (100 %) | AUSTRALIA (COMMONWEALTH OF) RegS (18.44 %) AUSTRALIA (COMMONWEALTH OF) RegS (15.67 %) AUSTRALIA (COMMONWEALTH OF) RegS (14.26 %) |
Top 3 industries | Other (99.80 %) Communication Services (0.20 %) | |
Top 3 countries | ||
Management fee | 0 % | 0.18 % |
Key Summary
ALPH | ILB | |
|---|---|---|
Issuer | Schroder | iShares |
Tracking index | Bloomberg AusBond Inflation Government (0+Y) Index - AUD-Australian Dollar | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.18 % |
Price | $10.20 | $123.78 |
Size | N/A | $911.950 million |
10Y return | N/A | 8.70 % |
Annual dividend/ distribution yield (5Y) | - % | 1.20 % |
Market | ASX | ASX |
First listed date | 08/12/2024 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALPH | ILB | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 10 |
Median incremental investment | $0 | $1,269.71 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $2,104.26 |
Average age group | N/A | > 35 |
Pros and Cons
ALPH | ILB | |
|---|---|---|
Pros |
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Cons |
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ALPH | ILB |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |