Compare AU
Compare AYLD 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 Global X S&P/ASX 200 Covered Call ETF (AYLD) 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
AYLD | PLUS | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 3 |
Median incremental investment | $1,113.00 | $7,493.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,617.68 | $13,299.12 |
Average age group | > 35 | > 35 |
Key Summary
AYLD | PLUS | |
---|---|---|
Strategy | AYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 52.54m in AUM and 202 holdings. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P/ASX BuyWrite Index | 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 349.11m in AUM and 141 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 | Commonwealth Bank of Australia (10.81 %) BHP Group Ltd (8.06 %) CSL Ltd (5.45 %) | Telstra Group Ltd. (2.14 %) AusNet Services Holdings Pty Ltd. (1.71 %) Credit Agricole S.A. (1.70 %) |
Top 3 industries | Financials (55.70 %) Materials (16.88 %) Health Care (10.85 %) | |
Top 3 countries | Australia (94.85 %) United States (3.09 %) New Zealand (1.58 %) | |
Management fee | 0.6 % | 0.32 % |
Key Summary
AYLD | PLUS | |
---|---|---|
Issuer | Global X | VanEck |
Tracking index | S&P/ASX 200 Index | Markit iBoxx AUD Corporates Yield Plus Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.6 % | 0.32 % |
Price | $10.68 | $16.92 |
Size | $55.014 million | $360.180 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.70 % | 2.96 % |
Market | ASX | ASX |
First listed date | 31/01/2023 | 11/05/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AYLD | PLUS | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 3 |
Median incremental investment | $1,113.00 | $7,493.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,617.68 | $13,299.12 |
Average age group | > 35 | > 35 |
Pros and Cons
AYLD | PLUS | |
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Pros |
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Cons |
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AYLD | 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 |
Higher distribution yield | Lower distribution yield |