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Compare PLUS vs. IVV
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are PLUS and IVV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
PLUS | IVV | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 3 | 20,665 |
Median incremental investment | $9,993.50 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,283.40 | $3,247.70 |
Average age group | > 35 | 26 - 35 |
Key Summary
PLUS | IVV | |
|---|---|---|
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 405.34m in AUM and 163 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. | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. |
Top 3 holdings | VanEck Australian Corporate Bond Plus ETF (100 %) | ISHARES CORE S&P ETF TRUST (99.97 %) AUD CASH (0.08 %) USD/AUD (0.00 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | |
Top 3 countries | United States (99.41 %) Switzerland (0.28 %) Netherlands (0.13 %) | |
Management fee | 0.32 % | 0.04 % |
Key Summary
PLUS | IVV | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | Markit iBoxx AUD Corporates Yield Plus Index - AUD | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0.04 % |
Price | $16.90 | $68.69 |
Size | $402.443 million | $13.067 billion |
10Y return | N/A | 265.37 % |
Annual dividend/ distribution yield (5Y) | 2.93 % | 1.24 % |
Market | ASX | ASX |
First listed date | 11/05/2017 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
PLUS | IVV | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 3 | 20,665 |
Median incremental investment | $9,993.50 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,283.40 | $3,247.70 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
PLUS | IVV | |
|---|---|---|
Pros |
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Cons |
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PLUS | IVV |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |