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Compare AGVT vs. OZXX
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 OZXX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AGVT | OZXX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 29 | 4 |
Median incremental investment | $1,202.08 | $1,821.97 |
Median investment frequency | Monthly | Monthly |
Median total investment | $973.68 | $1,151.82 |
Average age group | > 35 | 26 - 35 |
Key Summary
AGVT | OZXX | |
|---|---|---|
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. | N/A |
Top 3 holdings | AUSTRALIAN GOVERNMENT 3.5% DEC-34 (4.45 %) AUSTRALIAN GOVERNMENT 4.5% APR-33 (4.43 %) AUSTRALIAN GOVERNMENT 2.75% JUN-35 (4.38 %) | Global X Australia Ex Financials & Resources ETF (100 %) |
Top 3 industries | Other (99.23 %) Communication Services (0.77 %) | |
Top 3 countries | ||
Management fee | 0.22 % | 0 % |
Key Summary
AGVT | OZXX | |
|---|---|---|
Issuer | BetaShares | |
Tracking index | Solactive Australian Government 7 - 12 Year AUD TR Index - AUD | |
Asset class | ETF | Stock |
Management fee | 0.22 % | 0 % |
Price | $40.57 | $9.72 |
Size | $1.158 billion | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 2.27 % | 3.05 % |
Market | ASX | ASX |
First listed date | 09/07/2019 | 12/04/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AGVT | OZXX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 29 | 4 |
Median incremental investment | $1,202.08 | $1,821.97 |
Median investment frequency | Monthly | Monthly |
Median total investment | $973.68 | $1,151.82 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
AGVT | OZXX | |
|---|---|---|
Pros |
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Cons |
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AGVT | OZXX |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Lower price growth | Higher price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |