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Compare VIF 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 Vanguard International Fixed Interest Index (Hedged) ETF (VIF) 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
VIF | ALPH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 34 | 3 |
Median incremental investment | $2,024.75 | $1,309.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,552.22 | $1,231.65 |
Average age group | > 35 | 26 - 35 |
Key Summary
VIF | ALPH | |
|---|---|---|
Strategy | VIF.AX was created on 2015-12-04 by Vanguard. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund seeks to track the return of the Bloomberg Global Aggregate Corporate and Government-Related Scaled Index hedged into Australian dollars before taking into account fees, expenses and tax | 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 | United States Treasury Note/Bond 2.875 2032-05-15 (0.70 %) United Kingdom Gilt 0.25 2025-01-31 (0.44 %) United States Treasury Note/Bond 0.625 2030-08-15 (0.41 %) | NVIDIA Corp (6.06 %) Alphabet Inc Class A (5.29 %) Microsoft Corp (4.01 %) |
Top 3 industries | ||
Top 3 countries | United States (67.41 %) United Kingdom of Great Britain and Northern Ireland (8.70 %) Japan (4.46 %) | |
Management fee | 0.2 % | 0 % |
Key Summary
VIF | ALPH | |
|---|---|---|
Issuer | Vanguard | Schroder |
Tracking index | Bloomberg Global Treasury | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0 % |
Price | $37.45 | $10.71 |
Size | $2.235 million | N/A |
10Y return | -29.07 % | N/A |
Annual distribution yield (5Y) | 3.66 % | 0.54 % |
Market | ASX | ASX |
First listed date | 08/12/2015 | 08/12/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VIF | ALPH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 34 | 3 |
Median incremental investment | $2,024.75 | $1,309.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,552.22 | $1,231.65 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VIF | ALPH | |
|---|---|---|
Pros |
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Cons |
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VIF | ALPH |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |