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Compare XASG vs. PLUS

Compare shares and ETFs on the ASX that you can trade on Pearler.

Alphinity Global Sustainable Equity Fund - Active ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are XASG and PLUS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

XASG

PLUS

Popularity

N/A

Low

Pearlers invested

0

2

Median incremental investment

$0

$4,993.50

Median investment frequency

N/A

Fortnightly

Median total investment

$0

$9,413.30

Average age group

N/A

> 35


Key Summary

XASG

PLUS

Strategy

XASG.AX was created on 2021-06-02 by Alphinity. The fund's investment portfolio concentrates primarily on total market equity. The Fund primarily invests in a diversified portfolio of leading global sustainable companies, which are aligned with one or more of the United Nations Sustainable Development Goals (SDGs), with strong ESG characteristics.

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

Alphinity Global Sustainable Equity Fund - Active ETF (100 %)

Telstra Group Ltd. (2.33 %)

AusNet Services Holdings Pty Ltd. (1.85 %)

Credit Agricole S.A. (1.85 %)

Top 3 industries

Top 3 countries

Management fee

0.75 %

0.32 %


Key Summary

XASG

PLUS

Issuer

Alphinity

VanEck

Tracking index

Markit iBoxx AUD Corporates Yield Plus Index - AUD

Asset class

ETF

ETF

Management fee

0.75 %

0.32 %

Price

$7.46

$16.91

Size

N/A

$328.685 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

0.46 %

3.07 %

Market

ASX

ASX

First listed date

16/01/2023

11/05/2017

Purchase fee

$6.50

$6.50


Community Stats

XASG

PLUS

Popularity

N/A

Low

Pearlers invested

0

2

Median incremental investment

$0

$4,993.50

Median investment frequency

N/A

Fortnightly

Median total investment

$0

$9,413.30

Average age group

N/A

> 35


Pros and Cons

XASG

PLUS

Pros

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

XASG

PLUS

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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