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Compare AU

Compare ALPH vs. MQEG

Compare shares and ETFs on the ASX that you can trade on Pearler.

Schroder Global Equity Alpha Fund - Active ETF

ASX

Buy

Buy

Overview
Performance

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 Macquarie Core Global Equity Active ETF (MQEG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

ALPH

MQEG

Popularity

Low

Low

Pearlers invested

3

17

Median incremental investment

$1,309.00

$2,010.45

Median investment frequency

Monthly

Monthly

Median total investment

$1,243.15

$3,372.06

Average age group

26 - 35

> 35

Key Summary

ALPH

MQEG

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.

MQEG.AX was created on 2024-05-13 by Macquarie. The fund's investment portfolio concentrates primarily on total market equity. The Fund provides exposure to a diversified portfolio of Global equities through securities listed, or expected to be listed, on global developed market exchanges

Top 3 holdings

NVIDIA Corp (6.06 %)

Alphabet Inc Class A (5.29 %)

Microsoft Corp (4.01 %)

NVIDIA Corp (5.37 %)

Apple Inc (4.71 %)

Microsoft Corp (3.56 %)

Top 3 industries

Information Technology (61.55 %)

Communication Services (15.64 %)

Consumer Discretionary (15.16 %)

Top 3 countries

United States (67.41 %)

United Kingdom of Great Britain and Northern Ireland (8.70 %)

Japan (4.46 %)

United States (72.82 %)

Japan (5.01 %)

United Kingdom of Great Britain and Northern Ireland (3.92 %)

Management fee

0 %

0.08 %

Key Summary

ALPH

MQEG

Issuer

Schroder

Macquarie

Tracking index

MSCI World ex-Australia ex-Tobacco Net Dividends Reinvested Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0 %

0.08 %

Price

$10.81

$13.07

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.54 %

0.77 %

Market

ASX

ASX

First listed date

08/12/2024

14/05/2024

Purchase fee

$6.50

$6.50

Community Stats

ALPH

MQEG

Popularity

Low

Low

Pearlers invested

3

17

Median incremental investment

$1,309.00

$2,010.45

Median investment frequency

Monthly

Monthly

Median total investment

$1,243.15

$3,372.06

Average age group

26 - 35

> 35

Pros and Cons

ALPH

MQEG

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

  • Higher management fee

ALPH

MQEG

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower distribution yield

Higher distribution yield