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Compare BOND vs. AGVT
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 SPDR S&P/ASX Australian Bond ETF (BOND) and the Betashares Australian Government Bond ETF (AGVT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BOND | AGVT | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 19 |
Median incremental investment | $520.00 | $1,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $724.08 | $1,313.47 |
Average age group | 26 - 35 | > 35 |
Key Summary
BOND | AGVT | |
---|---|---|
Strategy | BOND.AX was created on 2012-07-26 by SPDR. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 42.51m in AUM and 172 holdings. The SPDR S&P/ASX Australian Bond ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX Australian Fixed Interest Index. | 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 915.21m in AUM and 74 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. |
Top 3 holdings | Australia (Commonwealth of) 1% (2.05 %) Australia (Commonwealth of) 4.5% (1.97 %) Australia (Commonwealth of) 3.25% (1.91 %) | AUSTRALIAN GOVERNMENT 4.5% APR-33 (4.76 %) AUSTRALIAN GOVERNMENT 1.75% NOV-32 (4.69 %) AUSTRALIAN GOVERNMENT 3.75% MAY-34 (4.31 %) |
Top 3 industries | Other (99.23 %) Communication Services (0.77 %) | |
Top 3 countries | ||
Management fee | 0.24 % | 0.22 % |
Key Summary
BOND | AGVT | |
---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P/ASX Australian Fixed Interest Index - AUD | Solactive Australian Government 7 - 12 Year AUD TR Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.24 % | 0.22 % |
Price | $25.86 | $42.37 |
Size | $43.855 million | $982.799 million |
10Y return | -0.15 % | N/A |
Annual distribution yield (5Y) | 1.23 % | 2.51 % |
Market | ASX | ASX |
First listed date | 27/07/2012 | 09/07/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BOND | AGVT | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 19 |
Median incremental investment | $520.00 | $1,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $724.08 | $1,313.47 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BOND | AGVT | |
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Pros |
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Cons |
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BOND | AGVT |
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Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |