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Compare AGVT vs. GOAT
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 VanEck Morningstar International Wide Moat ETF (GOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AGVT | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 27 | 53 |
Median incremental investment | $1,296.50 | $705.74 |
Median investment frequency | Monthly | Monthly |
Median total investment | $934.03 | $2,509.90 |
Average age group | > 35 | > 35 |
Key Summary
AGVT | GOAT | |
|---|---|---|
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. | GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 55.89m in AUM and 68 holdings. Each Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. Each Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis. |
Top 3 holdings | AUSTRALIAN GOVERNMENT 3.5% DEC-34 (4.56 %) AUSTRALIAN GOVERNMENT 2.75% JUN-35 (4.50 %) AUSTRALIAN GOVERNMENT 4.5% APR-33 (4.49 %) | Thales (2.34 %) Brown-Forman Corp Registered Shs -B- Non Vtg (2.33 %) Constellation Brands Inc Class A (2.31 %) |
Top 3 industries | Other (99.23 %) Communication Services (0.77 %) | Consumer Discretionary (29.90 %) Other (20.97 %) Consumer Staples (20.74 %) |
Top 3 countries | United States (39.56 %) Netherlands (13.15 %) Japan (10.20 %) | |
Management fee | 0.22 % | 0.55 % |
Key Summary
AGVT | GOAT | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | Solactive Australian Government 7 - 12 Year AUD TR Index - AUD | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.55 % |
Price | $40.61 | $26.42 |
Size | $1.138 billion | $56.350 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.28 % | 3.84 % |
Market | ASX | ASX |
First listed date | 09/07/2019 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AGVT | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 27 | 53 |
Median incremental investment | $1,296.50 | $705.74 |
Median investment frequency | Monthly | Monthly |
Median total investment | $934.03 | $2,509.90 |
Average age group | > 35 | > 35 |
Pros and Cons
AGVT | GOAT | |
|---|---|---|
Pros |
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Cons |
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AGVT | GOAT |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |