Compare AU
Compare PLUS vs. BGBL
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 Betashares Global Shares ETF (BGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
PLUS | BGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 475 |
Median incremental investment | $7,493.50 | $2,026.14 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,417.02 | $9,105.75 |
Average age group | > 35 | 26 - 35 |
Key Summary
PLUS | BGBL | |
|---|---|---|
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 368.27m in AUM and 147 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. | BGBL.AX was created on 2023-05-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Betashares Global Shares ETF is to provide an investment return that aims to track the performance of the Solactive GBS Developed Markets ex Australia Large & Mid Cap Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Telstra Group Ltd. (2.08 %) Credit Agricole S.A. (1.67 %) AusNet Services Holdings Pty Ltd. (1.66 %) | APPLE INC (4.62 %) MICROSOFT CORP (4.30 %) NVIDIA CORP (3.81 %) |
Top 3 industries | Other (31.40 %) Information Technology (21.10 %) Financials (8.93 %) | |
Top 3 countries | United States (71.89 %) Japan (6.55 %) United Kingdom of Great Britain and Northern Ireland (3.85 %) | |
Management fee | 0.32 % | 0.08 % |
Key Summary
PLUS | BGBL | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | Markit iBoxx AUD Corporates Yield Plus Index - AUD | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0.08 % |
Price | $17.07 | $68.12 |
Size | $368.263 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.04 % | 0.35 % |
Market | ASX | ASX |
First listed date | 11/05/2017 | 10/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
PLUS | BGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 475 |
Median incremental investment | $7,493.50 | $2,026.14 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,417.02 | $9,105.75 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
PLUS | BGBL | |
|---|---|---|
Pros |
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Cons |
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PLUS | BGBL |
|---|---|
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 |