Compare AU

Compare AGVT vs. GIVE

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Australian Government Bond ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are AGVT and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

AGVT

GIVE

Popularity

Low

Low

Pearlers invested

18

2

Median incremental investment

$1,683.28

$523.25

Median investment frequency

Monthly

Quarterly

Median total investment

$1,054.68

$797.50

Average age group

> 35

26 - 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. 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 1.25% MAY-32 (6.46 %)

AUSTRALIAN GOVERNMENT 4.5% APR-33 (5.48 %)

AUSTRALIAN GOVERNMENT 1.75% NOV-32 (4.90 %)

Perpetual Esg Australian Share Fund (Managed Fund) (100 %)

Top 3 industries

Other (99.23 %)

Communication Services (0.77 %)

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

$41.36

$3.19

Size

$749.547 million

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

2.18 %

5.50 %

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

18

2

Median incremental investment

$1,683.28

$523.25

Median investment frequency

Monthly

Quarterly

Median total investment

$1,054.68

$797.50

Average age group

> 35

26 - 35


Pros and Cons

AGVT

GIVE

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

AGVT

GIVE

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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