Compare AU
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 SPDR S&P/ASX 200 Esg Fund (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 | 2 | 20 |
Median incremental investment | $4,993.50 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $9,413.30 | $1,144.53 |
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. 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 SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 52.55m in AUM and 106 holdings. The SPDR S&P/ASX 200 ESG Fund seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 ESG Index. |
Top 3 holdings | Telstra Group Ltd. (2.33 %) AusNet Services Holdings Pty Ltd. (1.85 %) Credit Agricole S.A. (1.85 %) | Commonwealth Bank of Australia (14.24 %) CSL Ltd (7.45 %) National Australia Bank Ltd (6.65 %) |
Top 3 industries | Financials (57.24 %) Health Care (13.97 %) Consumer Discretionary (8.25 %) | |
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 | SPDR |
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 | $16.90 | $26.93 |
Size | $328.685 million | $54.581 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.07 % | 6.06 % |
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 | 2 | 20 |
Median incremental investment | $4,993.50 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $9,413.30 | $1,144.53 |
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 |