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Compare ALPH vs. SPY
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 State Street SPDR S&P 500 ETF (SPY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ALPH | SPY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 317 |
Median incremental investment | $1,309.00 | $1,193.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,215.55 | $2,839.53 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
ALPH | SPY | |
|---|---|---|
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. | SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The SPDR S&P 500 ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index. |
Top 3 holdings | NVIDIA Corp (5.72 %) Alphabet Inc Class A (5.32 %) Microsoft Corp (3.94 %) | NVIDIA Corp (7.60 %) Apple Inc (6.82 %) Microsoft Corp (5.05 %) |
Top 3 industries | Information Technology (62.86 %) Consumer Discretionary (15.15 %) Communication Services (13.10 %) | |
Top 3 countries | United States (67.41 %) United Kingdom of Great Britain and Northern Ireland (8.70 %) Japan (4.46 %) | United States (99.47 %) Switzerland (0.24 %) China (0.12 %) |
Management fee | 0 % | 0.0945 % |
Key Summary
ALPH | SPY | |
|---|---|---|
Issuer | Schroder | SPDR |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.0945 % |
Price | $10.40 | $940.04 |
Size | N/A | $967.828 billion |
10Y return | N/A | 252.07 % |
Annual distribution yield (5Y) | 0.54 % | 1.14 % |
Market | ASX | ASX |
First listed date | 08/12/2024 | 13/10/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALPH | SPY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 317 |
Median incremental investment | $1,309.00 | $1,193.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,215.55 | $2,839.53 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
ALPH | SPY | |
|---|---|---|
Pros |
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Cons |
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ALPH | SPY |
|---|---|
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 |