Compare AU
Compare IOZ 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 iShares Core S&P/ASX 200 ETF (IOZ) 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
IOZ | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 712 | 3 |
Median incremental investment | $1,005.91 | $7,493.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,508.42 | $13,314.84 |
Average age group | 26 - 35 | > 35 |
Key Summary
IOZ | PLUS | |
|---|---|---|
Strategy | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. | 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 347.8m 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 (10.37 %) BHP GROUP LTD (8.18 %) CSL LTD (5.36 %) | Telstra Group Ltd. (2.18 %) Credit Agricole S.A. (1.75 %) AusNet Services Holdings Pty Ltd. (1.74 %) |
Top 3 industries | Financials (33.17 %) Materials (18.17 %) Health Care (8.64 %) | |
Top 3 countries | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | |
Management fee | 0.05 % | 0.32 % |
Key Summary
IOZ | PLUS | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | S&P ASX 200 | Markit iBoxx AUD Corporates Yield Plus Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.32 % |
Price | $33.84 | $16.96 |
Size | $6.698 billion | $347.256 million |
10Y return | 35.31 % | N/A |
Annual distribution yield (5Y) | 5.33 % | 2.96 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 11/05/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 712 | 3 |
Median incremental investment | $1,005.91 | $7,493.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,508.42 | $13,314.84 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IOZ | PLUS | |
|---|---|---|
Pros |
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Cons |
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IOZ | 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 |