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Compare XASG 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 Alphinity Global Sustainable Equity Fund - Active ETF (XASG) 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
XASG | PLUS | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 3 |
Median incremental investment | $0 | $9,993.50 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $13,338.42 |
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 | Microsoft Corp (6.47 %) NVIDIA Corp (6.07 %) JPMorgan Chase & Co (4.50 %) | Scentre Group Trust 1 (1.88 %) AusNet Services Holdings Pty Ltd. (1.81 %) Credit Agricole S.A. (1.73 %) |
Top 3 industries | Information Technology (50.71 %) Financials (18.80 %) Health Care (15.55 %) | |
Top 3 countries | United States (82.16 %) United Kingdom of Great Britain and Northern Ireland (4.23 %) Singapore (4.01 %) | |
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 | $6.50 | $16.97 |
Size | N/A | $374.993 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.51 % | 2.97 % |
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 | 3 |
Median incremental investment | $0 | $9,993.50 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $13,338.42 |
Average age group | N/A | > 35 |
Pros and Cons
XASG | PLUS | |
|---|---|---|
Pros |
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Cons |
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XASG | 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 |