Back
Compare AU
Compare ALPH vs. LEND
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 VanEck Glbl Listed Private Credit (Aud Hedged) ETF (LEND). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ALPH | LEND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 23 |
Median incremental investment | $1,309.00 | $1,125.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,196.00 | $6,165.88 |
Average age group | 26 - 35 | > 35 |
Key Summary
ALPH | LEND | |
|---|---|---|
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. | LEND.AX was created on 2024-01-31 by VanEck. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 215.3m in AUM and 26 holdings. The Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. The Fund does not necessarily aim to perfectly replicate the Reference Index on a one-to-one basis. |
Top 3 holdings | NVIDIA Corp (5.72 %) Alphabet Inc Class A (5.32 %) Microsoft Corp (3.94 %) | Main Street Capital Corp (8.09 %) Ares Capital Corp (7.85 %) Blue Owl Capital Corp Ordinary Shares (7.71 %) |
Top 3 industries | ||
Top 3 countries | United States (67.41 %) United Kingdom of Great Britain and Northern Ireland (8.70 %) Japan (4.46 %) | United States (100.00 %) |
Management fee | 0 % | 0.65 % |
Key Summary
ALPH | LEND | |
|---|---|---|
Issuer | Schroder | VanEck |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 0.65 % |
Price | $10.40 | $14.44 |
Size | N/A | $222.453 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.54 % | 6.99 % |
Market | ASX | ASX |
First listed date | 08/12/2024 | 01/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALPH | LEND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 23 |
Median incremental investment | $1,309.00 | $1,125.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,196.00 | $6,165.88 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ALPH | LEND | |
|---|---|---|
Pros |
|
|
Cons |
|
|
ALPH | LEND |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |