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Compare ALPH vs. MVB
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 Australian Banks ETF (MVB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ALPH | MVB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 170 |
Median incremental investment | $1,309.00 | $763.78 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,231.65 | $2,217.25 |
Average age group | 26 - 35 | > 35 |
Key Summary
ALPH | MVB | |
|---|---|---|
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. | MVB.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 281.47m in AUM and 8 holdings. MVB.AX gives investors exposure to a diversified portfolio of ASX-listed securities with the aim to provide investment returns before fees and other costs which track the performance of the Index. |
Top 3 holdings | NVIDIA Corp (6.06 %) Alphabet Inc Class A (5.29 %) Microsoft Corp (4.01 %) | Commonwealth Bank of Australia (20.56 %) Macquarie Group Ltd (19.68 %) ANZ Group Holdings Ltd (19.50 %) |
Top 3 industries | Financials (99.99 %) Other (0.10 %) | |
Top 3 countries | United States (67.41 %) United Kingdom of Great Britain and Northern Ireland (8.70 %) Japan (4.46 %) | Australia (100.00 %) |
Management fee | 0 % | 0.28 % |
Key Summary
ALPH | MVB | |
|---|---|---|
Issuer | Schroder | VanEck |
Tracking index | MVIS Australia Banks Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.28 % |
Price | $10.71 | $45.25 |
Size | N/A | $297.628 million |
10Y return | N/A | 91.98 % |
Annual distribution yield (5Y) | 0.54 % | 4.44 % |
Market | ASX | ASX |
First listed date | 08/12/2024 | 16/10/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALPH | MVB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 170 |
Median incremental investment | $1,309.00 | $763.78 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,231.65 | $2,217.25 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ALPH | MVB | |
|---|---|---|
Pros |
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Cons |
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ALPH | MVB |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |