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Compare LEND 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 VanEck Glbl Listed Private Credit (Aud Hedged) ETF (LEND) 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
LEND | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 3 |
Median incremental investment | $1,017.00 | $9,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,164.05 | $13,244.10 |
Average age group | > 35 | > 35 |
Key Summary
LEND | PLUS | |
|---|---|---|
Strategy | LEND.AX was created on 2024-01-31 by VanEck. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 236.71m in AUM and 26 holdings. The Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. The Fund does not necessarily aim to perfectly replicate the Reference Index on a one-to-one basis. | 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 405.34m in AUM and 163 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 | Main Street Capital Corp (8.18 %) Hercules Capital Inc (8.12 %) Golub Capital BDC Inc (7.75 %) | Scentre Group Trust 1 (1.73 %) AusNet Services Holdings Pty Ltd. (1.67 %) Credit Agricole S.A. (1.61 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.65 % | 0.32 % |
Key Summary
LEND | PLUS | |
|---|---|---|
Issuer | VanEck | VanEck |
Tracking index | Markit iBoxx AUD Corporates Yield Plus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.32 % |
Price | $17.32 | $16.83 |
Size | $249.661 million | $402.443 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.64 % | 2.93 % |
Market | ASX | ASX |
First listed date | 01/02/2024 | 11/05/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LEND | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 3 |
Median incremental investment | $1,017.00 | $9,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,164.05 | $13,244.10 |
Average age group | > 35 | > 35 |
Pros and Cons
LEND | PLUS | |
|---|---|---|
Pros |
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Cons |
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LEND | PLUS |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |