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Compare BOND vs. AGX1
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 State Street SPDR S&P/ASX Iboxx Australian Bond ETF (BOND) and the Antipodes Global Value Active ETF (AGX1). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BOND | AGX1 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 13 |
Median incremental investment | $516.50 | $543.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $634.44 | $1,040.04 |
Average age group | > 35 | 26 - 35 |
Key Summary
BOND | AGX1 | |
|---|---|---|
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 51.92m in AUM and 266 holdings. The State Street SPDR S&P/ASX iBoxx Australian Bond ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX iBoxx Australian Fixed Interest Diversified 0+ Index. | 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 | Australia (Commonwealth of) 3.75% (1.79 %) Australia (Commonwealth of) 4.25% (1.67 %) Australia (Commonwealth of) 4.75% (1.41 %) | Microsoft Corp (3.93 %) Amazon.com Inc (3.62 %) TotalEnergies SE (3.55 %) |
Top 3 industries | Communication Services (21.68 %) Health Care (19.87 %) Information Technology (18.90 %) | |
Top 3 countries | United States (43.98 %) France (9.03 %) China (8.78 %) | |
Management fee | 0.1 % | 1.1 % |
Key Summary
BOND | AGX1 | |
|---|---|---|
Issuer | SPDR | Antipodes |
Tracking index | S&P/ASX iBoxx Australian Fixed Interest Diversified 0+ Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.1 % | 1.1 % |
Price | $24.88 | $6.42 |
Size | $52.652 million | N/A |
10Y return | -5.04 % | N/A |
Annual distribution yield (5Y) | 1.79 % | 10.41 % |
Market | ASX | ASX |
First listed date | 27/07/2012 | 07/11/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BOND | AGX1 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 13 |
Median incremental investment | $516.50 | $543.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $634.44 | $1,040.04 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
BOND | AGX1 | |
|---|---|---|
Pros |
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Cons |
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BOND | AGX1 |
|---|---|
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 |