Grow it · ETFs

HCRD vs PLUS

Compare fees, returns, income and risk for these 2 ASX-listed ETFs side by side.

At a glance

Comparing HCRD and PLUS. HCRD has the lower management fee at 0.29% a year, HCRD has the higher 3 years return at 7.8% a year, and HCRD offers the higher at 4.88%.
Lower fee
HCRD 0.29% p.a.
Higher 3 years return
HCRD 7.8% p.a.
Higher yield
HCRD 4.88%
Higher risk-adjusted
HCRD Sharpe 2.25 (3y)
Lower volatility
HCRD 1.5% (3y)
Larger fund
PLUS $357m

Side-by-side comparison

Metric HCRD
BetaShares Interest Rate Hedged Australian Grade Corporate Bond ETF
PLUS
VanEck Australian Corporate Bond Plus ETF
Snapshot
Provider
BetaShares
VanEck
Tracks index
Categories
Bonds, AU
Bonds, AU
Listed since
Fund size (AUM)
$344m
$357m
Cost & income
Management fee
0.29%
0.32%
Dividend yield
4.88%
4.38%
Franking
0%
0%
Turnover
30%
40%
Tax drag 2.28% 2.36%
Returns
Tax bracket
1-year return
4.9%
net
2%
net
3-year return
7.8%
net
5.7%
net
5-year return
1.3%
net
10-year return
Risk
Volatility (3y)
1.5%
3.5%
Volatility (5y)
5.1%
Volatility (10y)
Sharpe ratio (3y)
2.25
0.44
Sharpe ratio (5y)
Sharpe ratio (10y)
Bid/ask spread

marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.

Each fund at a glance

HCRD BetaShares Interest Rate Hedged Australian Grade Corporate Bond ETF
  • Low-cost: a 0.29% management fee keeps more of the return in your pocket.
  • Pays a useful 4.88% income yield.
  • Cheaper alternatives exist: ICOR, VACF, and CRED.
PLUS VanEck Australian Corporate Bond Plus ETF
  • Low-cost: a 0.32% management fee keeps more of the return in your pocket.
  • Pays a useful 4.38% income yield.
  • Has lagged most peers over 5 years (155th of 188).

Frequently Asked Questions

What's the difference between HCRD vs PLUS?

HCRD and PLUS are 2 Australian-listed ETFs we compare side by side. HCRD carries the lower management fee (0.29%). Over 3 years, HCRD has delivered the higher total return (7.8% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - HCRD vs PLUS?

HCRD has the lower management fee at 0.29% a year, versus PLUS 0.32%.

Which has performed higher - HCRD vs PLUS?

Over the past 3 years, HCRD has delivered the higher total return at 7.8% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

HCRD pays the higher at 4.88%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

PLUS is the larger fund by assets ($357m). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.

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