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Compare PLUS vs. IHVV
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 iShares S&P 500 Aud Hedged ETF (IHVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
PLUS | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 246 |
Median incremental investment | $9,993.50 | $1,509.51 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,204.80 | $4,512.86 |
Average age group | > 35 | > 35 |
Key Summary
PLUS | IHVV | |
|---|---|---|
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. | IHVV.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P 500 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of large capitalisation US equities. |
Top 3 holdings | VanEck Cash Plus Active ETF (1.51 %) | ISHARES CORE S&P ETF TRUST (100.37 %) AUD CASH (0.02 %) USD/AUD (0.00 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.12 %) | |
Management fee | 0.32 % | 0.1 % |
Key Summary
PLUS | IHVV | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | Markit iBoxx AUD Corporates Yield Plus Index - AUD | S&P 500 Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0.1 % |
Price | $16.80 | $61.99 |
Size | $365.694 million | $3.286 billion |
10Y return | N/A | 147.05 % |
Annual distribution yield (5Y) | 2.99 % | 5.32 % |
Market | ASX | ASX |
First listed date | 11/05/2017 | 18/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
PLUS | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 246 |
Median incremental investment | $9,993.50 | $1,509.51 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,204.80 | $4,512.86 |
Average age group | > 35 | > 35 |
Pros and Cons
PLUS | IHVV | |
|---|---|---|
Pros |
| |
Cons |
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PLUS | IHVV |
|---|---|
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 |