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Compare ALPH vs. OPPT
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 Magellan Global Opportunities Fund - Active ETF (OPPT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ALPH | OPPT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 6 |
Median incremental investment | $1,309.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,196.00 | $4,558.85 |
Average age group | 26 - 35 | > 35 |
Key Summary
ALPH | OPPT | |
|---|---|---|
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. | OPPT.AX was created on 2019-10-11 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. To outperform the MSCI World Net Total Return Index (AUD) net of fees over periods of three years or longer. |
Top 3 holdings | NVIDIA Corp (5.72 %) Alphabet Inc Class A (5.32 %) Microsoft Corp (3.94 %) | Microsoft Corp (8.00 %) Amazon.com Inc (7.38 %) Mastercard Inc Class A (5.98 %) |
Top 3 industries | ||
Top 3 countries | United States (67.41 %) United Kingdom of Great Britain and Northern Ireland (8.70 %) Japan (4.46 %) | |
Management fee | 0 % | 0 % |
Key Summary
ALPH | OPPT | |
|---|---|---|
Issuer | Schroder | Magellan |
Tracking index | MSCI World Index | |
Asset class | ETF | ETF |
Management fee | 0 % | 0 % |
Price | $10.40 | $1.565 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.54 % | 6.83 % |
Market | ASX | ASX |
First listed date | 08/12/2024 | 30/08/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALPH | OPPT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 6 |
Median incremental investment | $1,309.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,196.00 | $4,558.85 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ALPH | OPPT | |
|---|---|---|
Pros |
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Cons |
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ALPH | OPPT |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower distribution yield | Higher distribution yield |