Compare AU
Compare AGVT vs. VDGR
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 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 |
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Cons |
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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 |