Compare AU
Compare PLUS vs. IYLD
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 Yield Plus ETF (IYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
PLUS | IYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 2 |
Median incremental investment | $4,993.50 | $199.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $9,388.30 | $1,598.40 |
Average age group | > 35 | 26 - 35 |
Key Summary
PLUS | IYLD | |
|---|---|---|
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. | IYLD.AX was created on 2020-05-27 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian corporate bond market (excluding issuers ANZ, CBA, NAB and WBC). |
Top 3 holdings | Telstra Group Ltd. (2.25 %) AusNet Services Holdings Pty Ltd. (1.79 %) Credit Agricole S.A. (1.79 %) | NEWCASTLE GREATER MUTUAL GROUP LTD MTN RegS (1.63 %) LIBERTY FINANCIAL PTY LTD MTN RegS (1.62 %) CIP FUNDING PTY LTD MTN RegS (1.49 %) |
Top 3 industries | Other (98.64 %) Financials (1.30 %) Consumer Discretionary (1.10 %) | |
Top 3 countries | ||
Management fee | 0.32 % | 0.12 % |
Key Summary
PLUS | IYLD | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | Markit iBoxx AUD Corporates Yield Plus Index - AUD | Bloomberg AusBond Credit and FRN Ex Big 4 Banks Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0.12 % |
Price | $16.84 | $99.90 |
Size | $338.253 million | $50.848 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.07 % | 2.43 % |
Market | ASX | ASX |
First listed date | 11/05/2017 | 28/05/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
PLUS | IYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 2 |
Median incremental investment | $4,993.50 | $199.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $9,388.30 | $1,598.40 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
PLUS | IYLD | |
|---|---|---|
Pros |
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Cons |
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PLUS | IYLD |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |