Compare AU
Compare ALPH vs. ZYUS
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 ZYUS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ALPH | ZYUS | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 86 |
Median incremental investment | $0 | $651.03 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,742.32 |
Average age group | N/A | 26 - 35 |
Key Summary
ALPH | ZYUS | |
|---|---|---|
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. | ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index |
Top 3 holdings | Schroder Global Equity Alpha Fund - Active ETF (100 %) | Altria Group Inc (3.48 %) Crown Castle Inc (3.47 %) Verizon Communications Inc (3.20 %) |
Top 3 industries | Real Estate (31.81 %) Consumer Staples (21.42 %) Communication Services (20.78 %) | |
Top 3 countries | United States (97.74 %) United Kingdom of Great Britain and Northern Ireland (2.26 %) | |
Management fee | 0 % | 0.35 % |
Key Summary
ALPH | ZYUS | |
|---|---|---|
Issuer | Schroder | ETFS |
Tracking index | S&P 500 Low Volatility High Dividend Index | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.35 % |
Price | $10.20 | $15.02 |
Size | N/A | $72.622 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 4.79 % |
Market | ASX | ASX |
First listed date | 08/12/2024 | 12/06/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALPH | ZYUS | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 86 |
Median incremental investment | $0 | $651.03 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,742.32 |
Average age group | N/A | 26 - 35 |
Pros and Cons
ALPH | ZYUS | |
|---|---|---|
Pros |
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Cons |
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ALPH | ZYUS |
|---|---|
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 |