Back
Compare AU
Compare HQLT 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 HQLT and PLUS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HQLT | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 3 |
Median incremental investment | $6,023.50 | $7,493.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $8,712.30 | $13,527.06 |
Average age group | > 35 | > 35 |
Key Summary
HQLT | PLUS | |
|---|---|---|
Strategy | HQLT.AX was created on 2020-06-05 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the iSTOXX MUTB Global ex-Australia Quality Leaders Index AUD Hedged (the Index), 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. 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 | NZD - NEW ZEALAND DOLLAR (0 %) NETFLIX INC (2.45 %) INTUIT INC (2.37 %) | VanEck Australian Corporate Bond Plus ETF (100 %) |
Top 3 industries | Other (34.15 %) Information Technology (27.94 %) Industrials (10.71 %) | |
Top 3 countries | United States (67.90 %) Japan (10.44 %) Switzerland (4.83 %) | |
Management fee | 0.38 % | 0.32 % |
Key Summary
HQLT | PLUS | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | iSTOXX MUTB Global ex-Australia Quality Leaders Index - AUD | Markit iBoxx AUD Corporates Yield Plus Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.38 % | 0.32 % |
Price | $30.84 | $17.21 |
Size | $107.345 million | $386.352 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 2.02 % | 3.18 % |
Market | ASX | ASX |
First listed date | 09/06/2020 | 11/05/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HQLT | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 3 |
Median incremental investment | $6,023.50 | $7,493.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $8,712.30 | $13,527.06 |
Average age group | > 35 | > 35 |
Pros and Cons
HQLT | PLUS | |
|---|---|---|
Pros |
|
|
Cons |
|
|
HQLT | PLUS |
|---|---|
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 |