Compare AU
Compare ALFA vs. PLUS
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 ALFA and PLUS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ALFA | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 3 |
Median incremental investment | $1,023.00 | $7,493.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $1,345.37 | $13,401.30 |
Average age group | > 35 | > 35 |
Key Summary
ALFA | PLUS | |
|---|---|---|
Strategy | 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. | PLUS.AX was created on 2017-05-09 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 370.3m in AUM and 147 holdings. PLUS.AX invests in a diversified portfolio of Australian dollar denominated bonds consisting predominantly of the highest yielding investment grade corporate bonds issued in Australia with the aim of providing investment returns (before fees and other costs) that track the performance of the Markit iBoxx AUD Corporates Yield Plus Index. |
Top 3 holdings | VanEck Australian Long Short Complex ETF (100 %) | Telstra Group Ltd. (2.10 %) AusNet Services Holdings Pty Ltd. (1.68 %) Credit Agricole S.A. (1.67 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.39 % | 0.32 % |
Key Summary
ALFA | PLUS | |
|---|---|---|
Issuer | VanEck | VanEck |
Tracking index | Markit iBoxx AUD Corporates Yield Plus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.32 % |
Price | $20.54 | $17.05 |
Size | $9.154 million | $367.231 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 3.11 % |
Market | ASX | ASX |
First listed date | 22/01/2025 | 11/05/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALFA | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 3 |
Median incremental investment | $1,023.00 | $7,493.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $1,345.37 | $13,401.30 |
Average age group | > 35 | > 35 |
Pros and Cons
ALFA | PLUS | |
|---|---|---|
Pros |
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Cons |
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ALFA | PLUS |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |