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Compare IOO 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 Global 100 ETF (IOO) 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
IOO | ALPH | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,208 | 3 |
Median incremental investment | $1,004.04 | $1,309.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,302.32 | $1,288.00 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IOO | ALPH | |
|---|---|---|
Strategy | The iShares Global 100 ETF seeks to track the performance of the S&P Global 100 Index. It consists of 100 large-cap global equities. | 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 | ISHARES GLOBAL 100 ETF TRUST (99.97 %) AUD CASH (0.04 %) USD/AUD (0.00 %) | NVIDIA Corp (6.38 %) Alphabet Inc Class A (6.08 %) Broadcom Inc (4.75 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | |
Top 3 countries | United States (79.72 %) United Kingdom of Great Britain and Northern Ireland (4.16 %) Switzerland (3.15 %) | United States (67.41 %) United Kingdom of Great Britain and Northern Ireland (8.70 %) Japan (4.46 %) |
Management fee | 0.4 % | 0 % |
Key Summary
IOO | ALPH | |
|---|---|---|
Issuer | iShares | Schroder |
Tracking index | S&P Global 100 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0 % |
Price | $196.21 | $11.20 |
Size | $5.554 billion | N/A |
10Y return | 308.26 % | N/A |
Annual distribution yield (5Y) | 1.46 % | 0.54 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 08/12/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOO | ALPH | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,208 | 3 |
Median incremental investment | $1,004.04 | $1,309.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,302.32 | $1,288.00 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IOO | ALPH | |
|---|---|---|
Pros |
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Cons |
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IOO | ALPH |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |