Compare AU
Compare IVV 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, shares and ETFs are a popular choice. Two options in the ASX are IVV and ALPH. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IVV | ALPH | |
|---|---|---|
Popularity | High | N/A |
Pearlers invested | 14,223 | 0 |
Median incremental investment | $996.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,965.16 | $0 |
Average age group | 26 - 35 | N/A |
Key Summary
IVV | ALPH | |
|---|---|---|
Strategy | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. | 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 | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | Schroder Global Equity Alpha Fund - Active ETF (100 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | |
Top 3 countries | United States (99.92 %) | |
Management fee | 0.04 % | 0 % |
Key Summary
IVV | ALPH | |
|---|---|---|
Issuer | iShares | Schroder |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0 % |
Price | $64.06 | $10.32 |
Size | $11.228 billion | N/A |
10Y return | 264.68 % | N/A |
Annual distribution/ dividend yield (5Y) | 12.27 % | - % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 08/12/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | ALPH | |
|---|---|---|
Popularity | High | N/A |
Pearlers invested | 14,223 | 0 |
Median incremental investment | $996.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,965.16 | $0 |
Average age group | 26 - 35 | N/A |
Pros and Cons
IVV | ALPH | |
|---|---|---|
Pros |
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Cons |
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IVV | ALPH |
|---|---|
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 |