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Compare ATEC 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Betashares S&P/ASX Australian Technology ETF (ATEC) and the VanEck Australian Corporate Bond Plus ETF (PLUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ATEC | PLUS | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 256 | 3 |
Median incremental investment | $993.50 | $7,493.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,193.90 | $13,534.92 |
Average age group | > 35 | > 35 |
Key Summary
ATEC | PLUS | |
---|---|---|
Strategy | ATEC.AX was created on 2020-03-04 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the S&P/ASX All Technology Index (the βIndexβ), before taking into account fees and expenses. | 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 374.78m in AUM and 149 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 | WISETECH GLOBAL LTD (10.83 %) XERO LTD (10.48 %) PRO MEDICUS LTD (9.81 %) | Scentre Group Trust 1 (1.89 %) AusNet Services Holdings Pty Ltd. (1.65 %) Credit Agricole S.A. (1.64 %) |
Top 3 industries | Information Technology (48.15 %) Communication Services (23.43 %) Health Care (10.02 %) | |
Top 3 countries | Australia (82.51 %) New Zealand (10.88 %) United States (6.62 %) | |
Management fee | 0.48 % | 0.32 % |
Key Summary
ATEC | PLUS | |
---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | S&P/ASX All Technology Index - AUD | Markit iBoxx AUD Corporates Yield Plus IndexΒ - AUD |
Asset class | ETF | ETF |
Management fee | 0.48 % | 0.32 % |
Price | $31.45 | $17.23 |
Size | $385.477 million | $379.211 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.49 % | 3.18 % |
Market | ASX | ASX |
First listed date | 05/03/2020 | 11/05/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ATEC | PLUS | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 256 | 3 |
Median incremental investment | $993.50 | $7,493.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,193.90 | $13,534.92 |
Average age group | > 35 | > 35 |
Pros and Cons
ATEC | PLUS | |
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Pros |
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Cons |
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ATEC | PLUS |
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Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |