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Compare PLUS vs. E200
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 State Street SPDR S&P/ASX 200 Esg ETF (E200). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
PLUS | E200 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 32 |
Median incremental investment | $9,993.50 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,362.00 | $2,564.73 |
Average age group | > 35 | > 35 |
Key Summary
PLUS | E200 | |
|---|---|---|
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 392.97m 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. | E200.AX was created on 2020-07-31 by State Street . The fund's investment portfolio concentrates primarily on large cap equity. The SPDR S&P/ASX 200 ESG ETF seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 ESG Index. |
Top 3 holdings | Scentre Group Trust 1 (1.78 %) AusNet Services Holdings Pty Ltd. (1.71 %) Credit Agricole S.A. (1.65 %) | Commonwealth Bank of Australia (12.45 %) BHP Group Ltd (11.76 %) Westpac Banking Corp (6.23 %) |
Top 3 industries | Financials (50.30 %) Materials (17.70 %) Health Care (10.97 %) | |
Top 3 countries | Australia (94.38 %) United States (3.29 %) New Zealand (1.72 %) | |
Management fee | 0.32 % | 0.05 % |
Key Summary
PLUS | E200 | |
|---|---|---|
Issuer | VanEck | State Street |
Tracking index | Markit iBoxx AUD Corporates Yield Plus Index - AUD | S&P/ASX 200 ESG Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0.05 % |
Price | $17.02 | $27.20 |
Size | $394.499 million | $256.298 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.94 % | 5.70 % |
Market | ASX | ASX |
First listed date | 11/05/2017 | 04/08/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
PLUS | E200 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 32 |
Median incremental investment | $9,993.50 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,362.00 | $2,564.73 |
Average age group | > 35 | > 35 |
Pros and Cons
PLUS | E200 | |
|---|---|---|
Pros |
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Cons |
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PLUS | E200 |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |