Compare AU

Compare AGVT vs. VDGR

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Australian Government Bond ETF

ASX

Buy

Buy

Overview
Performance

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 Vanguard Diversified Growth Index ETF (VDGR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

AGVT

VDGR

Popularity

Low

Low

Pearlers invested

18

107

Median incremental investment

$1,683.28

$1,046.75

Median investment frequency

Monthly

Monthly

Median total investment

$1,054.68

$3,343.24

Average age group

> 35

> 35


Key Summary

AGVT

VDGR

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.

VDGR.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund seeks to achieve its objective by employing a passive investment strategy that tracks the weighted average return of the various indices of the Underlying Funds in which the Fund invests, in proportion to the SAA for the Fund, before takinginto account fees, expenses and tax

Top 3 holdings

AUSTRALIAN GOVERNMENT 1.25% MAY-32 (6.46 %)

AUSTRALIAN GOVERNMENT 4.5% APR-33 (5.48 %)

AUSTRALIAN GOVERNMENT 1.75% NOV-32 (4.90 %)

BHP Group Ltd. (3.01 %)

Commonwealth Bank of Australia (2.40 %)

CSL Ltd. (1.89 %)

Top 3 industries

Other (99.23 %)

Communication Services (0.77 %)

Other (31.32 %)

Financials (13.67 %)

Information Technology (9.13 %)

Top 3 countries

United States (39.83 %)

Australia (38.22 %)

Japan (3.61 %)

Management fee

0.22 %

0.27 %


Key Summary

AGVT

VDGR

Issuer

BetaShares

Vanguard

Tracking index

Solactive Australian Government 7 - 12 Year AUD TR Index - AUD

28% S&P/ASX 300 Index - 20.5% MSCI World ex-Australia Index - 12.5% MSCI World ex Australia Hedged to AUD Index - 5% MSCI World ex-Australia Small Cap Index - 34% Other Benchmark

Asset class

ETF

ETF

Management fee

0.22 %

0.27 %

Price

$41.36

$63.08

Size

$749.547 million

$1.222 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.18 %

5.01 %

Market

ASX

ASX

First listed date

09/07/2019

22/11/2017

Purchase fee

$6.50

$6.50


Community Stats

AGVT

VDGR

Popularity

Low

Low

Pearlers invested

18

107

Median incremental investment

$1,683.28

$1,046.75

Median investment frequency

Monthly

Monthly

Median total investment

$1,054.68

$3,343.24

Average age group

> 35

> 35


Pros and Cons

AGVT

VDGR

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

AGVT

VDGR

Lower exposure to AU market

Higher exposure to AU market

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

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