Compare AU

Compare IOZ vs. PLUS

Compare shares and ETFs on the ASX that you can trade on Pearler.

iShares Core S&P/ASX 200 ETF

ASX

Buy

Buy

Overview
Performance

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

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

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

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