Compare AU
Compare AGVT vs. VEFI
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 Ethically Conscious Glb Agg Bond Index (Hedged) ETF (VEFI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AGVT | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 14 |
Median incremental investment | $1,720.39 | $2,216.58 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,170.96 | $5,287.10 |
Average age group | > 35 | 26 - 35 |
Key Summary
AGVT | VEFI | |
|---|---|---|
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. | VEFI.AX was created on 2018-09-11 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. Vanguard Ethically Conscious Global Aggregate Bond Index Fund (Hedged) AUD Hedged seeks to track the return of the Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index Hedged into Australian dollars before taking into account fees, expenses and tax. |
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 %) | French Republic Government Bond OAT 0.75 2028-11-25 (0.48 %) United States Treasury Note/Bond 0.75 2023-12-31 (0.46 %) Italy Buoni Poliennali Del Tesoro (0.46 %) |
Top 3 industries | Other (99.23 %) Communication Services (0.77 %) | Financials (0.00 %) |
Top 3 countries | ||
Management fee | 0.22 % | 0.26 % |
Key Summary
AGVT | VEFI | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | Solactive Australian Government 7 - 12 Year AUD TR Index - AUD | Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index hedged in AUD - AUD - Australia Dollar |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.26 % |
Price | $41.82 | $43.16 |
Size | $721.454 million | $4.261 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.20 % | 3.36 % |
Market | ASX | ASX |
First listed date | 09/07/2019 | 13/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AGVT | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 14 |
Median incremental investment | $1,720.39 | $2,216.58 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,170.96 | $5,287.10 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
AGVT | VEFI | |
|---|---|---|
Pros |
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Cons |
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AGVT | VEFI |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |