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Compare ALPH vs. R3AL
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 Clearbridge Real Income Fund - Active ETF (R3AL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ALPH | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 3 | 0 |
Median incremental investment | $1,309.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,235.10 | $0 |
Average age group | 26 - 35 | N/A |
Key Summary
ALPH | R3AL | |
|---|---|---|
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. | R3AL.AX was created on 2010-11-17 by Martin Currie. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index yield and to grow this income above the rate of Inflation. |
Top 3 holdings | NVIDIA Corp (5.72 %) Alphabet Inc Class A (5.32 %) Microsoft Corp (3.94 %) | Scentre Group (6.86 %) APA Group (5.86 %) Aurizon Holdings Ltd (5.83 %) |
Top 3 industries | Real Estate (61.04 %) Industrials (20.02 %) Utilities (10.96 %) | |
Top 3 countries | United States (67.41 %) United Kingdom of Great Britain and Northern Ireland (8.70 %) Japan (4.46 %) | Australia (70.99 %) New Zealand (10.25 %) United States (7.21 %) |
Management fee | 0 % | 0 % |
Key Summary
ALPH | R3AL | |
|---|---|---|
Issuer | Schroder | Martin Currie |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0 % | 0 % |
Price | $10.74 | $1.615 |
Size | N/A | $485.349 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.54 % | 4.17 % |
Market | ASX | ASX |
First listed date | 08/12/2024 | 27/01/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALPH | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 3 | 0 |
Median incremental investment | $1,309.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,235.10 | $0 |
Average age group | 26 - 35 | N/A |
Pros and Cons
ALPH | R3AL | |
|---|---|---|
Pros |
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Cons |
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ALPH | R3AL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower distribution yield | Higher distribution yield |