Compare AU

Compare PLUS vs. AGVT

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

VanEck Australian Corporate Bond Plus 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 VanEck Australian Corporate Bond Plus ETF (PLUS) and the BetaShares Australian Government Bond ETF (AGVT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

PLUS

AGVT

Popularity

Low

Low

Pearlers invested

3

18

Median incremental investment

$7,493.50

$1,683.28

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,259.82

$1,180.76

Average age group

> 35

> 35


Key Summary

PLUS

AGVT

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 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.

AGVT.AX was created on 2019-07-05 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. AGVT.AX aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of high-quality bonds issued by Australian federal and state governments, and with a component issued by supranationals and sovereign agencies.

Top 3 holdings

Telstra Group Ltd. (2.18 %)

Credit Agricole S.A. (1.75 %)

AusNet Services Holdings Pty Ltd. (1.74 %)

AUST 10Y BOND FUT MAR25 (0 %)

AUSTRALIAN GOVERNMENT 1.25% MAY-32 (6.11 %)

AUSTRALIAN GOVERNMENT 4.5% APR-33 (5.30 %)

Top 3 industries

Other (99.23 %)

Communication Services (0.77 %)

Top 3 countries

Management fee

0.32 %

0.22 %


Key Summary

PLUS

AGVT

Issuer

VanEck

BetaShares

Tracking index

Markit iBoxx AUD Corporates Yield Plus Index - AUD

Solactive Australian Government 7 - 12 Year AUD TR Index - AUD

Asset class

ETF

ETF

Management fee

0.32 %

0.22 %

Price

$16.87

$41.43

Size

$347.256 million

$767.446 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

3.13 %

2.28 %

Market

ASX

ASX

First listed date

11/05/2017

09/07/2019

Purchase fee

$6.50

$6.50


Community Stats

PLUS

AGVT

Popularity

Low

Low

Pearlers invested

3

18

Median incremental investment

$7,493.50

$1,683.28

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,259.82

$1,180.76

Average age group

> 35

> 35


Pros and Cons

PLUS

AGVT

Pros

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

PLUS

AGVT

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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