Back
Compare AU
Compare AGVT vs. ZYUS
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 Global X S&P 500 High Yield Low Volatility ETF (ZYUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AGVT | ZYUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 30 | 86 |
Median incremental investment | $1,250.99 | $676.13 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,071.72 | $2,076.45 |
Average age group | > 35 | > 35 |
Key Summary
AGVT | ZYUS | |
|---|---|---|
Strategy | AGVT.AX was created on 2019-07-05 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 1075.89m in AUM and 76 holdings. 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. | ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 74.43m in AUM and 51 holdings. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index |
Top 3 holdings | AUSTRALIAN GOVERNMENT 3.5% DEC-34 (4.65 %) AUSTRALIAN GOVERNMENT 4.5% APR-33 (4.63 %) AUSTRALIAN GOVERNMENT 2.75% JUN-35 (4.42 %) | Pfizer Inc (3.05 %) Altria Group Inc (3.00 %) Healthpeak Properties Inc (2.87 %) |
Top 3 industries | Other (99.23 %) Communication Services (0.77 %) | Consumer Staples (32.40 %) Real Estate (29.02 %) Energy (20.31 %) |
Top 3 countries | United States (97.74 %) United Kingdom of Great Britain and Northern Ireland (2.26 %) | |
Management fee | 0.22 % | 0.35 % |
Key Summary
AGVT | ZYUS | |
|---|---|---|
Issuer | BetaShares | ETFS |
Tracking index | Solactive Australian Government 7 - 12 Year AUD TR Index - AUD | S&P 500 Low Volatility High Dividend Index |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.35 % |
Price | $41.16 | $14.47 |
Size | $1.064 billion | $74.564 million |
10Y return | N/A | 33.12 % |
Annual distribution yield (5Y) | 2.13 % | 4.58 % |
Market | ASX | ASX |
First listed date | 09/07/2019 | 12/06/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AGVT | ZYUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 30 | 86 |
Median incremental investment | $1,250.99 | $676.13 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,071.72 | $2,076.45 |
Average age group | > 35 | > 35 |
Pros and Cons
AGVT | ZYUS | |
|---|---|---|
Pros |
|
|
Cons |
|
|
AGVT | ZYUS |
|---|---|
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 |