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Compare IVV 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 IVV and PLUS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IVV | PLUS | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 20,327 | 3 |
Median incremental investment | $993.50 | $9,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,227.02 | $13,487.76 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | PLUS | |
|---|---|---|
Strategy | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. | 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 405.91m in AUM and 160 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 | ISHARES CORE S&P ETF TRUST (99.97 %) AUD CASH (0.08 %) USD/AUD (0.00 %) | VanEck Australian Corporate Bond Plus ETF (100 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | |
Top 3 countries | United States (99.41 %) Switzerland (0.28 %) Netherlands (0.13 %) | |
Management fee | 0.04 % | 0.32 % |
Key Summary
IVV | PLUS | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | S&P 500 | Markit iBoxx AUD Corporates Yield Plus Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.32 % |
Price | $69.12 | $17.12 |
Size | $12.918 billion | $406.732 million |
10Y return | 254.77 % | N/A |
Annual distribution/ dividend yield (5Y) | 1.24 % | 2.92 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 11/05/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | PLUS | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 20,327 | 3 |
Median incremental investment | $993.50 | $9,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,227.02 | $13,487.76 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | PLUS | |
|---|---|---|
Pros |
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Cons |
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IVV | PLUS |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |