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Compare BOND vs. ALFA
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 State Street SPDR S&P/ASX Iboxx Australian Bond ETF (BOND) and the VanEck Australian Long Short Complex ETF (ALFA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BOND | ALFA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 17 |
Median incremental investment | $516.50 | $996.75 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $583.40 | $2,072.40 |
Average age group | > 35 | > 35 |
Key Summary
BOND | ALFA | |
|---|---|---|
Strategy | BOND.AX was created on 2012-07-26 by SPDR. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 50.37m in AUM and 257 holdings. The State Street SPDR S&P/ASX iBoxx Australian Bond ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX iBoxx Australian Fixed Interest Diversified 0+ Index. | ALFA.AX was created on 2025-01-21 by VanEck. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Benchmark) over the medium to long term after fees and other costs. There is no guarantee that this objective will be achieved. |
Top 3 holdings | Australia (Commonwealth of) 3.75% (1.69 %) Australia (Commonwealth of) 4.25% (1.69 %) Australia (Commonwealth of) 4.75% (1.26 %) | Woodside Energy Group Ltd (7.19 %) Telstra Group Ltd (5.98 %) Transurban Group (4.99 %) |
Top 3 industries | ||
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.1 % | 0.39 % |
Key Summary
BOND | ALFA | |
|---|---|---|
Issuer | SPDR | VanEck |
Tracking index | S&P/ASX iBoxx Australian Fixed Interest Diversified 0+ Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.39 % |
Price | $25.36 | $23.55 |
Size | $51.431 million | $33.637 million |
10Y return | -5.43 % | N/A |
Annual distribution yield (5Y) | 1.53 % | 0.51 % |
Market | ASX | ASX |
First listed date | 27/07/2012 | 22/01/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BOND | ALFA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 17 |
Median incremental investment | $516.50 | $996.75 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $583.40 | $2,072.40 |
Average age group | > 35 | > 35 |
Pros and Cons
BOND | ALFA | |
|---|---|---|
Pros |
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Cons |
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BOND | ALFA |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |