Compare AU

Compare BNDS vs. AGX1

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

BetaShares Westn Asset Aus Bond Fund (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 BNDS and AGX1. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

BNDS

AGX1

Popularity

Low

Low

Pearlers invested

13

3

Median incremental investment

$625.59

$90.50

Median investment frequency

Monthly

Daily

Median total investment

$918.45

$3,484.40

Average age group

> 35

26 - 35


Key Summary

BNDS

AGX1

Strategy

BNDS.AX was created on 2018-11-07 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to earn an after fee return in excess of the Bloomberg AusBond Composite 0+yr Index over rolling three year periods.

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).

Top 3 holdings

AUSTRALIAN GOVERNMENT 2.75% MAY-41 (2.45 %)

AUSTRALIAN GOVERNMENT 1.75% NOV-32 (1.70 %)

AUSTRALIAN GOVERNMENT 3.75% MAY-34 (1.54 %)

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

Top 3 industries

Other (99.56 %)

Communication Services (0.44 %)

Top 3 countries

Management fee

0.42 %

1.1 %


Key Summary

BNDS

AGX1

Issuer

BetaShares

Antipodes

Tracking index

Bloomberg AusBond Composite Index - AUD

Asset class

ETF

ETF

Management fee

0.42 %

1.1 %

Price

$23.55

$6.20

Size

$756.531 million

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

2.41 %

8.81 %

Market

ASX

ASX

First listed date

16/11/2018

07/11/2018

Purchase fee

$6.50

$6.50


Community Stats

BNDS

AGX1

Popularity

Low

Low

Pearlers invested

13

3

Median incremental investment

$625.59

$90.50

Median investment frequency

Monthly

Daily

Median total investment

$918.45

$3,484.40

Average age group

> 35

26 - 35


Pros and Cons

BNDS

AGX1

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

BNDS

AGX1

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

Home