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 7.2% a year, and HCRD offers the higher at 5.06%.
Lower fee
HCRD 0.29% p.a.
Higher 3 years return
HCRD 7.2% p.a.
Higher yield
HCRD 5.06%
Higher risk-adjusted
HCRD Sharpe 1.93 (3y)
Lower volatility
HCRD 1.5% (3y)
Larger fund
PLUS $404m

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)
$365m
$404m
Cost & income
Management fee
0.29%
0.32%
Dividend yield
5.06%
4.52%
Franking
0%
0%
Turnover
30%
40%
Tax drag 2.34% 2.41%
Returns
Tax bracket
1-year return
4.2%
net
0.2%
net
3-year return
7.2%
net
5.3%
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)
1.93
0.31
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 5.06% 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 4.52% income yield.
  • Has lagged most peers over 5 years (149th of 189).

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 (7.2% 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 7.2% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

HCRD pays the higher at 5.06%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

PLUS is the larger fund by assets ($404m). 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.

Please confirm?