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Compare EX20 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 Australian Ex-20 Portfolio Diversifier ETF (EX20) 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
EX20 | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 3 |
Median incremental investment | $1,993.50 | $9,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,999.60 | $13,079.04 |
Average age group | > 35 | > 35 |
Key Summary
EX20 | PLUS | |
|---|---|---|
Strategy | EX20.AX was created on 2016-10-05 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. EX20.AX aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation. | 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 359.4m in AUM and 166 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 | SPI 200 FUTURES JUN26 (0 %) NORTHERN STAR RESOURCES LTD (2.96 %) EVOLUTION MINING LTD (2.76 %) | Scentre Group Trust 1 (1.90 %) AusNet Services Holdings Pty Ltd. (1.84 %) Credit Agricole S.A. (1.78 %) |
Top 3 industries | Materials (19.11 %) Financials (14.85 %) Real Estate (11.08 %) | |
Top 3 countries | Australia (89.03 %) United States (7.23 %) New Zealand (1.43 %) | |
Management fee | 0.25 % | 0.32 % |
Key Summary
EX20 | PLUS | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | Nasdaq Australia Completion Cap Index - AUD | Markit iBoxx AUD Corporates Yield Plus Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.32 % |
Price | $21.55 | $16.64 |
Size | $613.983 million | $359.286 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.01 % | 3.00 % |
Market | ASX | ASX |
First listed date | 07/10/2016 | 11/05/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EX20 | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 3 |
Median incremental investment | $1,993.50 | $9,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,999.60 | $13,079.04 |
Average age group | > 35 | > 35 |
Pros and Cons
EX20 | PLUS | |
|---|---|---|
Pros |
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Cons |
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EX20 | PLUS |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |