Compare AU
Compare ZYUS 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 ZYUS and ALFA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ZYUS | ALFA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 86 | 8 |
Median incremental investment | $650.00 | $1,008.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,791.05 | $1,180.47 |
Average age group | 26 - 35 | > 35 |
Key Summary
ZYUS | ALFA | |
|---|---|---|
Strategy | ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index | 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 | Altria Group Inc (3.10 %) Crown Castle Inc (3.03 %) Verizon Communications Inc (3.01 %) | VanEck Australian Long Short Complex ETF (100 %) |
Top 3 industries | Real Estate (38.57 %) Materials (20.52 %) Energy (20.31 %) | |
Top 3 countries | United States (97.74 %) United Kingdom of Great Britain and Northern Ireland (2.26 %) | |
Management fee | 0.35 % | 0.39 % |
Key Summary
ZYUS | ALFA | |
|---|---|---|
Issuer | ETFS | VanEck |
Tracking index | S&P 500 Low Volatility High Dividend Index | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.39 % |
Price | $15.92 | $18.77 |
Size | $77.946 million | $10.220 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 4.79 % | - % |
Market | ASX | ASX |
First listed date | 12/06/2015 | 22/01/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ZYUS | ALFA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 86 | 8 |
Median incremental investment | $650.00 | $1,008.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,791.05 | $1,180.47 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ZYUS | ALFA | |
|---|---|---|
Pros |
| |
Cons |
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ZYUS | ALFA |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |