Compare AU
Compare ALPH vs. VAS
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are ALPH and VAS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ALPH | VAS | |
|---|---|---|
Popularity | N/A | High |
Pearlers invested | 0 | 22,264 |
Median incremental investment | $0 | $1,000.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,700.36 |
Average age group | N/A | 26 - 35 |
Key Summary
ALPH | VAS | |
|---|---|---|
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. | Vanguard Australian Shares Index ETF (ASX: VAS) seeks to track the performance of the ASX 300 index before account fees, expenses, and taxes. The index tracks the top 300 companies on the Australian Securities Exchange (ASX). |
Top 3 holdings | Schroder Global Equity Alpha Fund - Active ETF (100 %) | BHP Group Ltd. (10.36 %) Commonwealth Bank of Australia (7.92 %) CSL Ltd. (5.76 %) |
Top 3 industries | Financials (27.66 %) Materials (23.74 %) Health Care (8.77 %) | |
Top 3 countries | Australia (94.56 %) United States (3.02 %) New Zealand (1.65 %) | |
Management fee | 0 % | 0.07 % |
Key Summary
ALPH | VAS | |
|---|---|---|
Issuer | Schroder | Vanguard |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.07 % |
Price | $10.34 | $103.86 |
Size | N/A | N/A |
10Y return | N/A | 42.37 % |
Annual dividend/ distribution yield (5Y) | - % | 5.48 % |
Market | ASX | ASX |
First listed date | 08/12/2024 | 08/05/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALPH | VAS | |
|---|---|---|
Popularity | N/A | High |
Pearlers invested | 0 | 22,264 |
Median incremental investment | $0 | $1,000.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,700.36 |
Average age group | N/A | 26 - 35 |
Pros and Cons
ALPH | VAS | |
|---|---|---|
Pros |
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Cons |
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ALPH | VAS |
|---|---|
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 price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |