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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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the iShares S&P 500 ETF (IVV) 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
IVV | ALPH | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 20,353 | 3 |
Median incremental investment | $993.50 | $1,309.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,248.64 | $1,308.70 |
Average age group | 26 - 35 | 26 - 35 |
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 | ISHARES CORE S&P ETF TRUST (99.97 %) AUD CASH (0.08 %) USD/AUD (0.00 %) | Alphabet Inc Class A (6.56 %) Microsoft Corp (6.26 %) Broadcom Inc (4.38 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | |
Top 3 countries | United States (99.41 %) Switzerland (0.28 %) Netherlands (0.13 %) | |
Management fee | 0.04 % | 0 % |
Key Summary
IVV | ALPH | |
|---|---|---|
Issuer | iShares | Schroder |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0 % |
Price | $69.12 | $11.38 |
Size | $12.918 billion | N/A |
10Y return | 255.91 % | N/A |
Annual distribution yield (5Y) | 1.24 % | 0.36 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 08/12/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | ALPH | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 20,353 | 3 |
Median incremental investment | $993.50 | $1,309.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,248.64 | $1,308.70 |
Average age group | 26 - 35 | 26 - 35 |
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 |