Compare AU
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, 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 VanEck Ftse International Property (Aud Hedged) ETF (REIT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
PLUS | REIT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 104 |
Median incremental investment | $4,993.50 | $835.75 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $9,388.30 | $1,131.00 |
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. 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 | Telstra Group Ltd. (2.25 %) AusNet Services Holdings Pty Ltd. (1.79 %) Credit Agricole S.A. (1.79 %) | Prologis Inc (6.75 %) Equinix Inc (5.89 %) Welltower Inc (5.03 %) |
Top 3 industries | Real Estate (100.00 %) Other (8.61 %) | |
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 | $16.84 | $15.60 |
Size | $338.253 million | $465.541 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.07 % | 4.17 % |
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 | 2 | 104 |
Median incremental investment | $4,993.50 | $835.75 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $9,388.30 | $1,131.00 |
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |