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Compare PLUS vs. REIT
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 REIT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
PLUS | REIT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 103 |
Median incremental investment | $9,993.50 | $995.57 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,534.92 | $1,250.34 |
Average age group | > 35 | 26 - 35 |
Key Summary
PLUS | REIT | |
|---|---|---|
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 405.91m in AUM and 160 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. | REIT.AX was created on 2019-03-29 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. REIT.AX seeks to provide investors with access to a diversified portfolio of international property securities |
Top 3 holdings | VanEck Australian Corporate Bond Plus ETF (100 %) | Welltower Inc (7.91 %) Prologis Inc (7.17 %) Equinix Inc (5.01 %) |
Top 3 industries | Real Estate (100.00 %) Other (5.82 %) | |
Top 3 countries | United States (73.96 %) Japan (5.45 %) Singapore (3.61 %) | |
Management fee | 0.32 % | 0.43 % |
Key Summary
PLUS | REIT | |
|---|---|---|
Issuer | VanEck | VanEck |
Tracking index | Markit iBoxx AUD Corporates Yield Plus Index - AUD | FTSE EPRA NAREIT Developed ex Australia Rental Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0.43 % |
Price | $17.16 | $15.91 |
Size | $406.906 million | $621.563 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 2.92 % | 4.18 % |
Market | ASX | ASX |
First listed date | 11/05/2017 | 02/04/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
PLUS | REIT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 103 |
Median incremental investment | $9,993.50 | $995.57 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,534.92 | $1,250.34 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
PLUS | REIT | |
|---|---|---|
Pros |
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Cons |
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PLUS | REIT |
|---|---|
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 |