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Compare PLUS vs. QMIX
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 State Street SPDR MSCI World Quality Mix ETF (QMIX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
PLUS | QMIX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 19 |
Median incremental investment | $9,993.50 | $996.75 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,157.64 | $2,994.85 |
Average age group | > 35 | > 35 |
Key Summary
PLUS | QMIX | |
|---|---|---|
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. | QMIX.AX was created on 2015-09-11 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 386.05m in AUM and 1099 holdings. The State Street SPDR MSCI World Quality Mix ETF seeks to closely track, before fees and expenses, the returns of the MSCI World Factor Mix A-Series Index. |
Top 3 holdings | Scentre Group Trust 1 (1.89 %) AusNet Services Holdings Pty Ltd. (1.83 %) Credit Agricole S.A. (1.76 %) | Apple Inc (2.25 %) Meta Platforms Inc Class A (2.09 %) NVIDIA Corp (1.99 %) |
Top 3 industries | Information Technology (45.99 %) Communication Services (27.13 %) Health Care (11.71 %) | |
Top 3 countries | United States (65.52 %) Japan (8.05 %) United Kingdom of Great Britain and Northern Ireland (4.05 %) | |
Management fee | 0.32 % | 0.6 % |
Key Summary
PLUS | QMIX | |
|---|---|---|
Issuer | VanEck | SPDR |
Tracking index | Markit iBoxx AUD Corporates Yield Plus Index - AUD | MSCI World Factor Mix A-Series Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0.6 % |
Price | $16.74 | $33.65 |
Size | $364.560 million | $374.947 million |
10Y return | N/A | 127.21 % |
Annual distribution yield (5Y) | 2.99 % | 3.62 % |
Market | ASX | ASX |
First listed date | 11/05/2017 | 14/09/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
PLUS | QMIX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 19 |
Median incremental investment | $9,993.50 | $996.75 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,157.64 | $2,994.85 |
Average age group | > 35 | > 35 |
Pros and Cons
PLUS | QMIX | |
|---|---|---|
Pros |
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Cons |
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PLUS | QMIX |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |