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Compare WXOZ 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 State Street SPDR S&P World Ex Australia Carbon Aware ETF (WXOZ) 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
WXOZ | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 28 | 3 |
Median incremental investment | $1,190.50 | $9,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,216.05 | $13,110.48 |
Average age group | > 35 | > 35 |
Key Summary
WXOZ | PLUS | |
|---|---|---|
Strategy | WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 669.5m in AUM and 689 holdings. The State Street SPDR S&P World ex Australia Carbon Aware ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware Index. | 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. |
Top 3 holdings | NVIDIA Corp (7.19 %) Apple Inc (5.63 %) Microsoft Corp (3.91 %) | VanEck Cash Plus Active ETF (1.54 %) |
Top 3 industries | Information Technology (64.85 %) Communication Services (18.83 %) Financials (7.62 %) | |
Top 3 countries | United States (65.48 %) Japan (8.56 %) United Kingdom of Great Britain and Northern Ireland (4.61 %) | |
Management fee | 0.0004 % | 0.32 % |
Key Summary
WXOZ | PLUS | |
|---|---|---|
Issuer | SPDR | VanEck |
Tracking index | S&P Developed Ex-Australia LargeMidCap Carbon Aware Index - AUD - Benchmark TR Net | Markit iBoxx AUD Corporates Yield Plus Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.0004 % | 0.32 % |
Price | $49.10 | $16.68 |
Size | $667.432 million | $357.612 million |
10Y return | 109.83 % | N/A |
Annual distribution yield (5Y) | 6.71 % | 3.02 % |
Market | ASX | ASX |
First listed date | 19/03/2013 | 11/05/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WXOZ | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 28 | 3 |
Median incremental investment | $1,190.50 | $9,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,216.05 | $13,110.48 |
Average age group | > 35 | > 35 |
Pros and Cons
WXOZ | PLUS | |
|---|---|---|
Pros |
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Cons |
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WXOZ | PLUS |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |