Compare AU
Compare ESGI 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, shares and ETFs are a popular choice. Two options in the ASX are ESGI and ALFA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ESGI | ALFA | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,248 | 8 |
Median incremental investment | $746.69 | $1,008.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,863.68 | $1,180.47 |
Average age group | 26 - 35 | > 35 |
Key Summary
ESGI | ALFA | |
|---|---|---|
Strategy | The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes. | 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 | ASML Holding NV (5.70 %) Adobe Inc (4.36 %) Novo Nordisk AS Class B (4.31 %) | VanEck Australian Long Short Complex ETF (100 %) |
Top 3 industries | Information Technology (53.90 %) Health Care (19.13 %) Other (15.14 %) | |
Top 3 countries | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) | |
Management fee | 0.55 % | 0.39 % |
Key Summary
ESGI | ALFA | |
|---|---|---|
Issuer | VanEck | VanEck |
Tracking index | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.39 % |
Price | $35.84 | $18.59 |
Size | $210.541 million | $10.220 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 3.26 % | - % |
Market | ASX | ASX |
First listed date | 08/03/2018 | 22/01/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESGI | ALFA | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,248 | 8 |
Median incremental investment | $746.69 | $1,008.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,863.68 | $1,180.47 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ESGI | ALFA | |
|---|---|---|
Pros |
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Cons |
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ESGI | ALFA |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |