Compare AU
Compare PLUS vs. INCM
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 Income Leaders ETF (INCM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
PLUS | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 13 |
Median incremental investment | $4,993.50 | $1,240.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $9,346.46 | $4,786.35 |
Average age group | > 35 | > 35 |
Key Summary
PLUS | INCM | |
|---|---|---|
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. | INCM.AX was created on 2018-10-18 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The fund aims to track the performance of an index (before fees and expenses) that comprises 100 high-yielding global companies (ex-Australia) selected for their potential to generate attractive and sustainable income. |
Top 3 holdings | Telstra Group Ltd. (2.33 %) AusNet Services Holdings Pty Ltd. (1.85 %) Credit Agricole S.A. (1.85 %) | ALTRIA GROUP INC (3.34 %) AT&T INC (2.08 %) VERIZON COMMUNICATIONS INC (1.92 %) |
Top 3 industries | Other (30.45 %) Utilities (24.29 %) Consumer Staples (11.82 %) | |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | |
Management fee | 0.32 % | 0.45 % |
Key Summary
PLUS | INCM | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | Markit iBoxx AUD Corporates Yield Plus Index - AUD | Nasdaq Global Income Leaders Index - USD-US Dollar |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0.45 % |
Price | $16.78 | $18.77 |
Size | $328.685 million | $35.332 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.00 % | 4.13 % |
Market | ASX | ASX |
First listed date | 11/05/2017 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
PLUS | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 13 |
Median incremental investment | $4,993.50 | $1,240.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $9,346.46 | $4,786.35 |
Average age group | > 35 | > 35 |
Pros and Cons
PLUS | INCM | |
|---|---|---|
Pros |
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Cons |
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PLUS | INCM |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |