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Compare PLUS vs. CGUN
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 Claremont Global Fund Active ETF (CGUN). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
PLUS | CGUN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $9,993.50 | $1,896.50 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $13,165.50 | $1,987.88 |
Average age group | > 35 | > 35 |
Key Summary
PLUS | CGUN | |
|---|---|---|
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 368.5m in AUM and 165 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. | CGUN.AX was created on 2014-02-18 by Claremont Global. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to provide investors with a risk-adjusted return over a full market cycle (which is defined as a rolling 5-7 year period). The Investment Manager also aims to generate a return in excess of the Benchmark over this period |
Top 3 holdings | VanEck Cash Plus Active ETF (1.51 %) | Microsoft Corp (8.76 %) Amazon.com Inc (8.70 %) CME Group Inc Class A (8.23 %) |
Top 3 industries | Financials (32.23 %) Information Technology (29.44 %) Consumer Discretionary (11.31 %) | |
Top 3 countries | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) | |
Management fee | 0.32 % | 0 % |
Key Summary
PLUS | CGUN | |
|---|---|---|
Issuer | VanEck | Claremont Global |
Tracking index | Markit iBoxx AUD Corporates Yield Plus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0 % |
Price | $16.80 | $1.395 |
Size | $365.694 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.99 % | 6.02 % |
Market | ASX | ASX |
First listed date | 11/05/2017 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
PLUS | CGUN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $9,993.50 | $1,896.50 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $13,165.50 | $1,987.88 |
Average age group | > 35 | > 35 |
Pros and Cons
PLUS | CGUN | |
|---|---|---|
Pros |
| |
Cons |
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PLUS | CGUN |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |