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Compare AGVT vs. GIVE
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 Betashares Australian Government Bond ETF (AGVT) and the Perpetual Esg Australian Share Active ETF (GIVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AGVT | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 30 | 2 |
Median incremental investment | $1,250.99 | $543.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,069.90 | $2,752.50 |
Average age group | > 35 | > 35 |
Key Summary
AGVT | GIVE | |
|---|---|---|
Strategy | AGVT.AX was created on 2019-07-05 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 1075.89m in AUM and 76 holdings. AGVT.AX aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of high-quality bonds issued by Australian federal and state governments, and with a component issued by supranationals and sovereign agencies. | GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. |
Top 3 holdings | AUSTRALIAN GOVERNMENT 3.5% DEC-34 (4.67 %) AUSTRALIAN GOVERNMENT 4.5% APR-33 (4.65 %) AUSTRALIAN GOVERNMENT 2.75% JUN-35 (4.44 %) | Deterra Royalties Ltd Ordinary Shares (6.70 %) Reliance Worldwide Corp Ltd (6.23 %) GPT Group (5.93 %) |
Top 3 industries | Other (99.23 %) Communication Services (0.77 %) | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) |
Top 3 countries | ||
Management fee | 0.22 % | 0.65 % |
Key Summary
AGVT | GIVE | |
|---|---|---|
Issuer | BetaShares | Perpetual |
Tracking index | Solactive Australian Government 7 - 12 Year AUD TR Index - AUD | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.65 % |
Price | $41.15 | $3.00 |
Size | $1.074 billion | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.13 % | 9.27 % |
Market | ASX | ASX |
First listed date | 09/07/2019 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AGVT | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 30 | 2 |
Median incremental investment | $1,250.99 | $543.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,069.90 | $2,752.50 |
Average age group | > 35 | > 35 |
Pros and Cons
AGVT | GIVE | |
|---|---|---|
Pros |
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Cons |
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AGVT | GIVE |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |