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Compare ALPH vs. MOAT
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 Morningstar Wide Moat ETF (MOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ALPH | MOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 559 |
Median incremental investment | $1,309.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,150.00 | $3,792.32 |
Average age group | 26 - 35 | > 35 |
Key Summary
ALPH | MOAT | |
|---|---|---|
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. | The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes. |
Top 3 holdings | NVIDIA Corp (5.72 %) Alphabet Inc Class A (5.32 %) Microsoft Corp (3.94 %) | Huntington Ingalls Industries Inc (3.51 %) Bristol-Myers Squibb Co (3.09 %) IDEX Corp (2.90 %) |
Top 3 industries | Industrials (30.90 %) Information Technology (30.56 %) Other (18.38 %) | |
Top 3 countries | United States (67.41 %) United Kingdom of Great Britain and Northern Ireland (8.70 %) Japan (4.46 %) | United States (97.57 %) Netherlands (2.43 %) |
Management fee | 0 % | 0.49 % |
Key Summary
ALPH | MOAT | |
|---|---|---|
Issuer | Schroder | VanEck |
Tracking index | Morningstar Wide Moat Focus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.49 % |
Price | $10.38 | $117.70 |
Size | N/A | $920.023 million |
10Y return | N/A | 193.88 % |
Annual distribution yield (5Y) | 0.54 % | 5.77 % |
Market | ASX | ASX |
First listed date | 08/12/2024 | 26/06/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALPH | MOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 559 |
Median incremental investment | $1,309.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,150.00 | $3,792.32 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ALPH | MOAT | |
|---|---|---|
Pros |
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Cons |
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ALPH | MOAT |
|---|---|
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 |