Compare AU
Compare AGVT vs. SPY
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 500 ETF Trust (SPY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AGVT | SPY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 209 |
Median incremental investment | $1,683.28 | $1,192.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,054.68 | $2,864.16 |
Average age group | > 35 | 26 - 35 |
Key Summary
AGVT | SPY | |
|---|---|---|
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. | SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The Trust seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index (the Index). |
Top 3 holdings | AUSTRALIAN GOVERNMENT 1.0% NOV-31 (6.80 %) AUSTRALIAN GOVERNMENT 1.25% MAY-32 (6.38 %) AUSTRALIAN GOVERNMENT 4.5% APR-33 (5.52 %) | Apple Inc (7.00 %) NVIDIA Corp (6.60 %) Microsoft Corp (6.23 %) |
Top 3 industries | Other (99.23 %) Communication Services (0.77 %) | Information Technology (61.49 %) Consumer Discretionary (16.26 %) Communication Services (12.67 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) | |
Management fee | 0.22 % | 0.0945 % |
Key Summary
AGVT | SPY | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | Solactive Australian Government 7 - 12 Year AUD TR Index - AUD | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.0945 % |
Price | $41.36 | $953.79 |
Size | $749.547 million | $977.528 billion |
10Y return | N/A | 271.66 % |
Annual distribution yield (5Y) | 2.18 % | 1.31 % |
Market | ASX | ASX |
First listed date | 09/07/2019 | 13/10/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AGVT | SPY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 209 |
Median incremental investment | $1,683.28 | $1,192.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,054.68 | $2,864.16 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
AGVT | SPY | |
|---|---|---|
Pros |
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Cons |
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AGVT | SPY |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |