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Compare PLUS vs. ADEF
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 Australian Corporate Bond Plus ETF (PLUS) and the Apostle Dundas Gbl Eqty Fund - Class D Active ETF (ADEF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
PLUS | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 3 | 0 |
Median incremental investment | $9,993.50 | $0 |
Median investment frequency | Fortnightly | N/A |
Median total investment | $13,165.50 | $0 |
Average age group | > 35 | N/A |
Key Summary
PLUS | ADEF | |
|---|---|---|
Strategy | 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 358.15m 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. | ADEF.AX was created on 2021-02-24 by Apostle. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to deliver Long-Term dividend growth and capital appreciation. The target is to exceed the MSCI All Country World ex Australia Index by 2.5% p.a. after all fees and expenses on a rolling 5 year basis. |
Top 3 holdings | Scentre Group Trust 1 (1.90 %) AusNet Services Holdings Pty Ltd. (1.84 %) Credit Agricole S.A. (1.78 %) | Applied Materials Inc (4.60 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (4.32 %) Alphabet Inc Class C (4.14 %) |
Top 3 industries | Financials (38.26 %) Information Technology (31.92 %) Industrials (11.72 %) | |
Top 3 countries | United States (58.40 %) France (11.68 %) Switzerland (4.50 %) | |
Management fee | 0.32 % | 0 % |
Key Summary
PLUS | ADEF | |
|---|---|---|
Issuer | VanEck | Apostle |
Tracking index | Markit iBoxx AUD Corporates Yield Plus Index - AUD | MSCI All Country World ex-Australia Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0 % |
Price | $16.71 | $5.71 |
Size | $357.806 million | $14.898 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.02 % | 0.32 % |
Market | ASX | ASX |
First listed date | 11/05/2017 | 23/02/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
PLUS | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 3 | 0 |
Median incremental investment | $9,993.50 | $0 |
Median investment frequency | Fortnightly | N/A |
Median total investment | $13,165.50 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
PLUS | ADEF | |
|---|---|---|
Pros |
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Cons |
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PLUS | ADEF |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |