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Compare ALPH vs. WEMG
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 Emerging Markets Carbon Aware ETF (WEMG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ALPH | WEMG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 10 |
Median incremental investment | $1,309.00 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,196.00 | $1,974.83 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
ALPH | WEMG | |
|---|---|---|
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. | WEMG.AX was created on 2013-11-11 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 31.85m in AUM and 1195 holdings. The State Street SPDR S&P Emerging Markets Carbon Aware ETF seeks to closely track, before fees and expenses, the returns of the S&P Emerging LargeMidCap Carbon Aware Index. |
Top 3 holdings | NVIDIA Corp (5.72 %) Alphabet Inc Class A (5.32 %) Microsoft Corp (3.94 %) | Taiwan Semiconductor Manufacturing Co Ltd (10.75 %) Alibaba Group Holding Ltd Ordinary Shares (3.49 %) NetEase Inc Ordinary Shares (1.19 %) |
Top 3 industries | Information Technology (52.76 %) Other (31.65 %) Financials (10.20 %) | |
Top 3 countries | United States (67.41 %) United Kingdom of Great Britain and Northern Ireland (8.70 %) Japan (4.46 %) | China (37.16 %) Taiwan (21.49 %) India (14.41 %) |
Management fee | 0 % | 0.35 % |
Key Summary
ALPH | WEMG | |
|---|---|---|
Issuer | Schroder | SPDR |
Tracking index | S&P Emerging LargeMidCap Carbon Aware Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.35 % |
Price | $10.40 | $28.24 |
Size | N/A | $30.431 million |
10Y return | N/A | 79.99 % |
Annual distribution yield (5Y) | 0.54 % | 2.68 % |
Market | ASX | ASX |
First listed date | 08/12/2024 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALPH | WEMG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 10 |
Median incremental investment | $1,309.00 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,196.00 | $1,974.83 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
ALPH | WEMG | |
|---|---|---|
Pros |
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Cons |
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ALPH | WEMG |
|---|---|
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 |