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Compare AU
Compare SPY vs. PLUS
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 SPDR S&P 500 ETF (SPY) and the VanEck Australian Corporate Bond Plus ETF (PLUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SPY | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 271 | 3 |
Median incremental investment | $1,192.00 | $9,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,958.84 | $13,613.52 |
Average age group | 26 - 35 | > 35 |
Key Summary
SPY | PLUS | |
|---|---|---|
Strategy | SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The SPDR S&P 500 ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index. | 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 396.8m in AUM and 154 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. |
Top 3 holdings | NVIDIA Corp (7.37 %) Microsoft Corp (7.06 %) Apple Inc (5.75 %) | Scentre Group Trust 1 (1.82 %) AusNet Services Holdings Pty Ltd. (1.59 %) Credit Agricole S.A. (1.58 %) |
Top 3 industries | Information Technology (61.54 %) Consumer Discretionary (15.73 %) Communication Services (13.72 %) | |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) | |
Management fee | 0.0945 % | 0.32 % |
Key Summary
SPY | PLUS | |
|---|---|---|
Issuer | SPDR | VanEck |
Tracking index | S&P 500 | Markit iBoxx AUD Corporates Yield Plus Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.0945 % | 0.32 % |
Price | $969.90 | $17.32 |
Size | $981.635 billion | $399.417 million |
10Y return | 238.68 % | N/A |
Annual distribution yield (5Y) | 1.21 % | 2.87 % |
Market | ASX | ASX |
First listed date | 13/10/2014 | 11/05/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SPY | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 271 | 3 |
Median incremental investment | $1,192.00 | $9,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,958.84 | $13,613.52 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SPY | PLUS | |
|---|---|---|
Pros |
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Cons |
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SPY | PLUS |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |