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Compare IKO vs. ALPH
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 iShares MSCI South Korea ETF (IKO) and the Schroder Global Equity Alpha Fund - Active ETF (ALPH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IKO | ALPH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 68 | 3 |
Median incremental investment | $1,000.00 | $1,309.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,288.08 | $1,262.70 |
Average age group | > 35 | 26 - 35 |
Key Summary
IKO | ALPH | |
|---|---|---|
Strategy | IKO.AX was created on 2000-05-09 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI Korea 25/50 Index, before fees and expenses. The index is designed to measure the performance of Korean large-, mid- & small- capitalisation companies | 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. |
Top 3 holdings | SK HYNIX INC (22.79 %) SAMSUNG ELECTRONICS LTD (22.44 %) SK SQUARE LTD (2.79 %) | NVIDIA Corp (6.38 %) Alphabet Inc Class A (6.08 %) Broadcom Inc (4.75 %) |
Top 3 industries | Information Technology (36.22 %) Industrials (20.26 %) Financials (14.10 %) | |
Top 3 countries | Korea (100.00 %) | United States (67.41 %) United Kingdom of Great Britain and Northern Ireland (8.70 %) Japan (4.46 %) |
Management fee | 0.59 % | 0 % |
Key Summary
IKO | ALPH | |
|---|---|---|
Issuer | iShares | Schroder |
Tracking index | MSCI Korea 25/50 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.59 % | 0 % |
Price | $280.91 | $10.98 |
Size | $232.515 million | N/A |
10Y return | 298.34 % | N/A |
Annual distribution yield (5Y) | 1.26 % | 0.54 % |
Market | ASX | ASX |
First listed date | 15/11/2007 | 08/12/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IKO | ALPH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 68 | 3 |
Median incremental investment | $1,000.00 | $1,309.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,288.08 | $1,262.70 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IKO | ALPH | |
|---|---|---|
Pros |
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Cons |
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IKO | ALPH |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |