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Compare AGVT vs. INCM
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 Betashares S&P Global High Dividend Aristocrat ETF (INCM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AGVT | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 27 | 55 |
Median incremental investment | $1,302.50 | $1,325.10 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,176.56 | $1,701.94 |
Average age group | > 35 | > 35 |
Key Summary
AGVT | INCM | |
|---|---|---|
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. | INCM.AX was created on 2018-10-18 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. INCM.AX aims to track the performance of an index (before fees and expenses) that provides exposure to companies which have increased or maintained dividends every year for at least 10 consecutive years within developed markets outside of Australia. |
Top 3 holdings | AUSTRALIAN GOVERNMENT 4.5% APR-33 (4.51 %) AUSTRALIAN GOVERNMENT 1.75% NOV-32 (4.48 %) AUSTRALIAN GOVERNMENT 3.5% DEC-34 (4.46 %) | MICROSOFT CORP (5.89 %) APPLE INC (5.26 %) BROADCOM INC (5.20 %) |
Top 3 industries | Other (99.23 %) Communication Services (0.77 %) | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | |
Management fee | 0.22 % | 0.45 % |
Key Summary
AGVT | INCM | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive Australian Government 7 - 12 Year AUD TR Index - AUD | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.45 % |
Price | $42.02 | $19.79 |
Size | $1.080 billion | $62.767 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.09 % | 4.22 % |
Market | ASX | ASX |
First listed date | 09/07/2019 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AGVT | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 27 | 55 |
Median incremental investment | $1,302.50 | $1,325.10 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,176.56 | $1,701.94 |
Average age group | > 35 | > 35 |
Pros and Cons
AGVT | INCM | |
|---|---|---|
Pros |
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Cons |
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AGVT | INCM |
|---|---|
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 |