Compare AU
Compare VLUE 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 MSCI International Value 250 (ex AUS) (VLUE) 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
VLUE | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 25 | 3 |
Median incremental investment | $1,000.00 | $7,493.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,236.40 | $13,196.94 |
Average age group | > 35 | > 35 |
Key Summary
VLUE | PLUS | |
|---|---|---|
Strategy | VLUE.AX was created on 2021-03-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. VLUE.AX gives investors a diversified portfolio of 250 international developed market large- and mid-cap companies, with high value scores as calculated by MSCI at each rebalance. | 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 347.8m in AUM and 141 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 | Cisco Systems Inc (3.69 %) International Business Machines Corp (2.42 %) Qualcomm Inc (2.38 %) | Telstra Group Ltd. (2.19 %) Credit Agricole S.A. (1.75 %) AusNet Services Holdings Pty Ltd. (1.74 %) |
Top 3 industries | Information Technology (49.14 %) Communication Services (25.81 %) Consumer Discretionary (11.04 %) | |
Top 3 countries | United States (44.95 %) Japan (21.76 %) United Kingdom of Great Britain and Northern Ireland (7.35 %) | |
Management fee | 0.4 % | 0.32 % |
Key Summary
VLUE | PLUS | |
|---|---|---|
Issuer | VanEck | VanEck |
Tracking index | MSCI World ex Australia Index - AUD - Benchmark TR Net | Markit iBoxx AUD Corporates Yield Plus Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.32 % |
Price | $27.05 | $16.81 |
Size | $291.723 million | $352.670 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.00 % | 3.13 % |
Market | ASX | ASX |
First listed date | 09/03/2021 | 11/05/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VLUE | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 25 | 3 |
Median incremental investment | $1,000.00 | $7,493.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,236.40 | $13,196.94 |
Average age group | > 35 | > 35 |
Pros and Cons
VLUE | PLUS | |
|---|---|---|
Pros |
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Cons |
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VLUE | PLUS |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |