Compare AU
Compare AGVT vs. VGAD
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 MSCI Index International Shares (Hedged) ETF (VGAD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AGVT | VGAD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 477 |
Median incremental investment | $1,683.28 | $2,031.45 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,054.68 | $8,798.60 |
Average age group | > 35 | > 35 |
Key Summary
AGVT | VGAD | |
|---|---|---|
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. | The aim of Vanguard MSCI Index International Shares (Hedged) ETF is to track the return of the MSCI World ex-Australia (with net dividends reinvested) before considering fees, expenses, and tax. It also seeks to reduce the impact of foreign exchange fluctuations on the fund's performance by hedging it to the Australian dollar. |
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 %) | Apple Inc. (5.41 %) Microsoft Corp. (4.14 %) Amazon.com Inc. (2.15 %) |
Top 3 industries | Other (99.23 %) Communication Services (0.77 %) | Information Technology (22.51 %) Financials (13.70 %) Health Care (12.53 %) |
Top 3 countries | United States (72.94 %) Japan (5.73 %) United Kingdom of Great Britain and Northern Ireland (3.77 %) | |
Management fee | 0.22 % | 0.21 % |
Key Summary
AGVT | VGAD | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | Solactive Australian Government 7 - 12 Year AUD TR Index - AUD | MSCI World ex Australia - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.21 % |
Price | $41.36 | $107.30 |
Size | $749.547 million | N/A |
10Y return | N/A | 109.53 % |
Annual distribution yield (5Y) | 2.18 % | 3.23 % |
Market | ASX | ASX |
First listed date | 09/07/2019 | 20/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AGVT | VGAD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 477 |
Median incremental investment | $1,683.28 | $2,031.45 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,054.68 | $8,798.60 |
Average age group | > 35 | > 35 |
Pros and Cons
AGVT | VGAD | |
|---|---|---|
Pros |
| |
Cons |
|
AGVT | VGAD |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |