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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, 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 Global X S&P 500 High Yield Low Volatility ETF (ZYUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ALPH | ZYUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 80 |
Median incremental investment | $1,309.00 | $679.60 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,246.60 | $1,968.82 |
Average age group | 26 - 35 | > 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 | Alphabet Inc Class A (6.41 %) NVIDIA Corp (6.28 %) Broadcom Inc (4.63 %) | Altria Group Inc (3.40 %) Healthpeak Properties Inc (3.34 %) Pfizer Inc (2.95 %) |
Top 3 industries | Consumer Staples (32.40 %) Real Estate (29.02 %) Energy (20.31 %) | |
Top 3 countries | United States (67.41 %) United Kingdom of Great Britain and Northern Ireland (8.70 %) Japan (4.46 %) | United States (97.95 %) United Kingdom of Great Britain and Northern Ireland (2.05 %) |
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 | $10.84 | $13.62 |
Size | N/A | $69.352 million |
10Y return | N/A | 10.82 % |
Annual distribution yield (5Y) | 0.54 % | 4.54 % |
Market | ASX | ASX |
First listed date | 08/12/2024 | 12/06/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALPH | ZYUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 80 |
Median incremental investment | $1,309.00 | $679.60 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,246.60 | $1,968.82 |
Average age group | 26 - 35 | > 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 |