Compare AU
Compare VHY 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 VHY and ALFA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
VHY | ALFA | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,549 | 8 |
Median incremental investment | $1,010.58 | $1,023.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,239.44 | $1,347.34 |
Average age group | > 35 | > 35 |
Key Summary
VHY | ALFA | |
|---|---|---|
Strategy | VHY.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on high dividend yield equity. Vanguard Australian Shares High Yield ETF seeks to track the return of the FTSE Australia High Dividend Yield Index before taking into account fees, expenses and tax. | 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 | BHP Group Ltd. (10.26 %) Commonwealth Bank of Australia (9.79 %) National Australia Bank Ltd. (6.83 %) | VanEck Australian Long Short Complex ETF (100 %) |
Top 3 industries | Financials (40.37 %) Materials (23.34 %) Energy (10.73 %) | |
Top 3 countries | Australia (99.89 %) China (0.11 %) | |
Management fee | 0.25 % | 0.39 % |
Key Summary
VHY | ALFA | |
|---|---|---|
Issuer | Vanguard | VanEck |
Tracking index | FTSE Australia High Dividend Yield Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.39 % |
Price | $72.55 | $20.57 |
Size | N/A | $9.154 million |
10Y return | 9.58 % | N/A |
Annual distribution/ dividend yield (5Y) | 7.50 % | - % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 22/01/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VHY | ALFA | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,549 | 8 |
Median incremental investment | $1,010.58 | $1,023.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,239.44 | $1,347.34 |
Average age group | > 35 | > 35 |
Pros and Cons
VHY | ALFA | |
|---|---|---|
Pros |
| |
Cons |
|
VHY | ALFA |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |