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Compare AGVT vs. UTIP
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 Inflation Protected Us Trsy Bond Ch ETF (UTIP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AGVT | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 27 | 3 |
Median incremental investment | $1,302.50 | $4,224.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,179.64 | $32,264.80 |
Average age group | > 35 | > 35 |
Key Summary
AGVT | UTIP | |
|---|---|---|
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. | UTIP.AX was created on 2023-09-18 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Global Inflation-Linked: U.S. TIPS Total Return Index Hedged AUD, before taking into account fees and expenses. |
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 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 2.125% JAN-35 (4.17 %) |
Top 3 industries | Other (99.23 %) Communication Services (0.77 %) | |
Top 3 countries | ||
Management fee | 0.22 % | 0.22 % |
Key Summary
AGVT | UTIP | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive Australian Government 7 - 12 Year AUD TR Index - AUD | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.22 % |
Price | $42.13 | $26.02 |
Size | $1.084 billion | $191.693 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.09 % | 1.87 % |
Market | ASX | ASX |
First listed date | 09/07/2019 | 19/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AGVT | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 27 | 3 |
Median incremental investment | $1,302.50 | $4,224.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,179.64 | $32,264.80 |
Average age group | > 35 | > 35 |
Pros and Cons
AGVT | UTIP | |
|---|---|---|
Pros |
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Cons |
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AGVT | UTIP |
|---|---|
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |