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Compare AGVT vs. SFY
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 SPDR S&P/ASX 50 ETF (SFY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AGVT | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 27 | 19 |
Median incremental investment | $1,302.50 | $687.60 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,179.64 | $1,219.20 |
Average age group | > 35 | 26 - 35 |
Key Summary
AGVT | SFY | |
|---|---|---|
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. | SFY.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 770.11m in AUM and 52 holdings. The Investment Objective of SPDR S&P/ASX 50 ETF is to match the performance of its Index before fees and other costs. |
Top 3 holdings | AUSTRALIAN GOVERNMENT 4.5% APR-33 (4.47 %) AUSTRALIAN GOVERNMENT 1.75% NOV-32 (4.45 %) AUSTRALIAN GOVERNMENT 3.5% DEC-34 (4.43 %) | Commonwealth Bank of Australia (14.04 %) BHP Group Ltd (10.25 %) Westpac Banking Corp (6.39 %) |
Top 3 industries | Other (99.23 %) Communication Services (0.77 %) | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | |
Management fee | 0.22 % | 0.2 % |
Key Summary
AGVT | SFY | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | Solactive Australian Government 7 - 12 Year AUD TR Index - AUD | S&P/ASX 50 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.2 % |
Price | $42.13 | $76.20 |
Size | $1.084 billion | $760.928 million |
10Y return | N/A | 51.82 % |
Annual distribution yield (5Y) | 2.09 % | 4.25 % |
Market | ASX | ASX |
First listed date | 09/07/2019 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AGVT | SFY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 27 | 19 |
Median incremental investment | $1,302.50 | $687.60 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,179.64 | $1,219.20 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
AGVT | SFY | |
|---|---|---|
Pros |
| |
Cons |
|
AGVT | SFY |
|---|---|
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 |