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Compare AGX1 vs. IGB

Compare shares and ETFs on the ASX that you can trade on Pearler.

Antipodes Global Shares (Quoted Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are AGX1 and IGB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

AGX1

IGB

Popularity

Low

Low

Pearlers invested

3

3

Median incremental investment

$90.50

$821.37

Median investment frequency

Daily

Fortnightly

Median total investment

$3,568.70

$2,267.57

Average age group

26 - 35

26 - 35


Key Summary

AGX1

IGB

Strategy

AGX1.AX was created on 2018-11-05 by Antipodes. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Benchmark over the investment cycle (typically 3-5 years).

IGB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury.

Top 3 holdings

Antipodes Global Shares (Quoted Managed Fund) (100 %)

AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %)

AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %)

AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %)

Top 3 industries

Other (99.83 %)

Communication Services (0.17 %)

Top 3 countries

Management fee

1.1 %

0.26 %


Key Summary

AGX1

IGB

Issuer

Antipodes

iShares

Tracking index

Bloomberg AusBond Treasury (0+Y)

Asset class

ETF

ETF

Management fee

1.1 %

0.26 %

Price

$6.35

$98.23

Size

N/A

$366.621 million

10Y return

N/A

-7.06 %

Annual dividend/ distribution yield (5Y)

8.81 %

1.75 %

Market

ASX

ASX

First listed date

07/11/2018

14/03/2012

Purchase fee

$6.50

$6.50


Community Stats

AGX1

IGB

Popularity

Low

Low

Pearlers invested

3

3

Median incremental investment

$90.50

$821.37

Median investment frequency

Daily

Fortnightly

Median total investment

$3,568.70

$2,267.57

Average age group

26 - 35

26 - 35


Pros and Cons

AGX1

IGB

Pros

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

AGX1

IGB

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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