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Compare AGVT vs. WDIV
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 SPDR S&P Global Dividend ETF (WDIV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AGVT | WDIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 27 | 48 |
Median incremental investment | $1,302.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,180.76 | $3,250.84 |
Average age group | > 35 | > 35 |
Key Summary
AGVT | WDIV | |
|---|---|---|
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. | WDIV.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The SPDR S&P Global Dividend ETF seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats Index (AUD). |
Top 3 holdings | AUSTRALIAN GOVERNMENT 4.5% APR-33 (4.49 %) AUSTRALIAN GOVERNMENT 1.75% NOV-32 (4.46 %) AUSTRALIAN GOVERNMENT 3.5% DEC-34 (4.44 %) | APA Group (2.03 %) LG Uplus Corp (1.78 %) Henderson Land Development Co Ltd (1.78 %) |
Top 3 industries | Other (99.23 %) Communication Services (0.77 %) | Other (28.12 %) Utilities (27.48 %) Consumer Discretionary (20.28 %) |
Top 3 countries | United States (23.78 %) Canada (21.10 %) Japan (12.42 %) | |
Management fee | 0.22 % | 0.4 % |
Key Summary
AGVT | WDIV | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | Solactive Australian Government 7 - 12 Year AUD TR Index - AUD | S&P Global Dividend Aristocrats Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.4 % |
Price | $42.04 | $22.18 |
Size | $1.084 billion | $333.703 million |
10Y return | N/A | 26.31 % |
Annual distribution yield (5Y) | 2.09 % | 4.92 % |
Market | ASX | ASX |
First listed date | 09/07/2019 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AGVT | WDIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 27 | 48 |
Median incremental investment | $1,302.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,180.76 | $3,250.84 |
Average age group | > 35 | > 35 |
Pros and Cons
AGVT | WDIV | |
|---|---|---|
Pros |
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Cons |
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AGVT | WDIV |
|---|---|
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 |