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Compare AGVT vs. IESG
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 iShares Core MSCI Australia Esg ETF (IESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AGVT | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 30 | 73 |
Median incremental investment | $1,202.08 | $1,547.01 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,061.32 | $6,094.00 |
Average age group | > 35 | > 35 |
Key Summary
AGVT | IESG | |
|---|---|---|
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 1163.81m in AUM and 80 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. | IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 457.95m in AUM and 81 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers |
Top 3 holdings | AUSTRALIAN GOVERNMENT 3.5% DEC-34 (4.44 %) AUSTRALIAN GOVERNMENT 2.75% JUN-35 (4.37 %) AUSTRALIAN GOVERNMENT 4.5% APR-33 (4.36 %) | COMMONWEALTH BANK OF AUSTRALIA (13.69 %) WESFARMERS LTD (9.57 %) CSL LTD (8.35 %) |
Top 3 industries | Other (99.23 %) Communication Services (0.77 %) | Financials (29.77 %) Materials (18.88 %) Consumer Discretionary (10.77 %) |
Top 3 countries | Australia (99.15 %) United Kingdom of Great Britain and Northern Ireland (0.60 %) United States (0.21 %) | |
Management fee | 0.22 % | 0.01 % |
Key Summary
AGVT | IESG | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Solactive Australian Government 7 - 12 Year AUD TR Index - AUD | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.01 % |
Price | $40.82 | $30.47 |
Size | $1.152 billion | $441.551 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.24 % | 2.28 % |
Market | ASX | ASX |
First listed date | 09/07/2019 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AGVT | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 30 | 73 |
Median incremental investment | $1,202.08 | $1,547.01 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,061.32 | $6,094.00 |
Average age group | > 35 | > 35 |
Pros and Cons
AGVT | IESG | |
|---|---|---|
Pros |
| |
Cons |
|
AGVT | IESG |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |