Compare AU
Compare PLUS vs. VDHG
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 VDHG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
PLUS | VDHG | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 2 | 8,575 |
Median incremental investment | $4,993.50 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $9,388.30 | $2,764.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
PLUS | VDHG | |
|---|---|---|
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. | Vanguard Diversified High Growth Index ETF (ASX: VDHG) seeks to track the weighted average performance of various ETFs it invests in before taking into account fees, expenses and taxes. The index doesn’t track companies directly. Instead, it invests in other ETFs. It acts as an ETF that tracks other ETFs. |
Top 3 holdings | VanEck Australian Corporate Bond Plus ETF (100 %) | BHP Group Ltd. (3.79 %) Commonwealth Bank of Australia (3.03 %) CSL Ltd. (2.38 %) |
Top 3 industries | Financials (17.35 %) Other (12.53 %) Information Technology (11.71 %) | |
Top 3 countries | United States (39.99 %) Australia (38.01 %) Japan (3.63 %) | |
Management fee | 0.32 % | 0.27 % |
Key Summary
PLUS | VDHG | |
|---|---|---|
Issuer | VanEck | Vanguard |
Tracking index | Markit iBoxx AUD Corporates Yield Plus Index - AUD | A17592 - 36% S&P - ASX300 - 26.5% MSCI Wrld ex-Aus - 16% MSCI Wrld ex-Aus Hdg to AUD - 6.5% MSCI Wrld ex-Aus Sml Cap - 5% MSCI EM Index - 3% Bloomberg AusBond Composite 0+ Yr Index - 7% Bloomberg Barclays Glb. Aggrt. Flt.-Adjstd and Scaled Index Hdg. to A |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0.27 % |
Price | $16.84 | $69.10 |
Size | $338.253 million | $1.321 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 3.07 % | 5.54 % |
Market | ASX | ASX |
First listed date | 11/05/2017 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
PLUS | VDHG | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 2 | 8,575 |
Median incremental investment | $4,993.50 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $9,388.30 | $2,764.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
PLUS | VDHG | |
|---|---|---|
Pros |
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Cons |
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PLUS | VDHG |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |