Compare AU
Compare DAOR 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, shares and ETFs are a popular choice. Two options in the ASX are DAOR and AGVT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DAOR | AGVT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 19 |
Median incremental investment | $14,496.75 | $1,626.79 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $16,383.60 | $1,287.43 |
Average age group | > 35 | > 35 |
Key Summary
DAOR | AGVT | |
|---|---|---|
Strategy | DAOR.AX was created on 2023-05-01 by AORIS. The fund's investment portfolio concentrates primarily on total market equity. This class aims to achieve annualised returns in excess of the benchmark after all fees and expenses measured over a market cycle, which we consider to be seven years. Returns are not guaranteed. | AGVT.AX was created on 2019-07-05 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. 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 | Aoris Int Fund (Class D) (Hedged) Active ETF (100 %) | AUSTRALIAN GOVERNMENT 1.25% MAY-32 (5.69 %) AUSTRALIAN GOVERNMENT 4.5% APR-33 (5.17 %) AUSTRALIAN GOVERNMENT 1.75% NOV-32 (5.05 %) |
Top 3 industries | Other (99.23 %) Communication Services (0.77 %) | |
Top 3 countries | ||
Management fee | 1.15 % | 0.22 % |
Key Summary
DAOR | AGVT | |
|---|---|---|
Issuer | AORIS | BetaShares |
Tracking index | Solactive Australian Government 7 - 12 Year AUD TR Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.15 % | 0.22 % |
Price | $1.805 | $41.55 |
Size | N/A | $774.715 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 2.38 % |
Market | ASX | ASX |
First listed date | 30/04/2023 | 09/07/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DAOR | AGVT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 19 |
Median incremental investment | $14,496.75 | $1,626.79 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $16,383.60 | $1,287.43 |
Average age group | > 35 | > 35 |
Pros and Cons
DAOR | AGVT | |
|---|---|---|
Pros |
|
|
Cons |
|
|
DAOR | AGVT |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |