At a glance
Side-by-side comparison
| Metric |
PLUS
VanEck Australian Corporate Bond Plus ETF
|
HCRD
BetaShares Interest Rate Hedged Australian Grade Corporate Bond ETF
|
|---|---|---|
| Snapshot | ||
| Provider |
VanEck
|
BetaShares
|
| Tracks index |
—
|
—
|
| Categories |
Bonds, AU
|
Bonds, AU
|
| Listed since |
—
|
—
|
| Fund size (AUM) |
$404m
|
$365m
|
| Cost & income | ||
| Management fee |
0.32%
|
0.29%
|
| Dividend yield |
4.52%
|
5.06%
|
| Franking |
0%
|
0%
|
| Turnover |
40%
|
30%
|
| Tax drag | 2.41% | 2.34% |
| Returns |
Tax bracket
|
|
| 1-year return |
0.2%
net
|
4.2%
net
|
| 3-year return |
5.3%
net
|
7.2%
net
|
| 5-year return |
1.3%
net
|
—
|
| 10-year return |
—
|
—
|
| Risk | ||
| Volatility (3y) |
3.5%
|
1.5%
|
| Volatility (5y) |
5.1%
|
—
|
| Volatility (10y) |
—
|
—
|
| Sharpe ratio (3y) |
0.31
|
1.93
|
| 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
- 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).
- 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.
Frequently Asked Questions
PLUS and HCRD 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.
HCRD has the lower management fee at 0.29% a year, versus PLUS 0.32%.
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.
HCRD pays the higher at 5.06%. Remember distributions are taxed each year at your marginal rate.
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.