Compare AU
Compare DJRE 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 Dow Jones Global Real Estate Esg Fund (DJRE) 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
DJRE | AGVT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 118 | 18 |
Median incremental investment | $1,038.02 | $1,683.28 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,003.89 | $1,178.76 |
Average age group | > 35 | > 35 |
Key Summary
DJRE | AGVT | |
|---|---|---|
Strategy | DJRE.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on real estate equity. The SPDR Dow Jones Global Real Estate Fund seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select Real Estate Securities Index. | 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 | Prologis Inc (8.35 %) Equinix Inc (5.94 %) Welltower Inc (5.36 %) | AUSTRALIAN GOVERNMENT 1.25% MAY-32 (6.20 %) AUSTRALIAN GOVERNMENT 4.5% APR-33 (5.31 %) AUSTRALIAN GOVERNMENT 1.75% NOV-32 (4.87 %) |
Top 3 industries | Real Estate (100.00 %) Other (5.20 %) | Other (99.23 %) Communication Services (0.77 %) |
Top 3 countries | United States (73.60 %) Japan (8.31 %) United Kingdom of Great Britain and Northern Ireland (3.22 %) | |
Management fee | 0.2 % | 0.22 % |
Key Summary
DJRE | AGVT | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | DJ Global Select Real Estate Securities Index (RESI) | Solactive Australian Government 7 - 12 Year AUD TR Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.22 % |
Price | $21.87 | $41.53 |
Size | $435.721 million | $767.446 million |
10Y return | 1.67 % | N/A |
Annual distribution yield (5Y) | 3.58 % | 2.28 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 09/07/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DJRE | AGVT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 118 | 18 |
Median incremental investment | $1,038.02 | $1,683.28 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,003.89 | $1,178.76 |
Average age group | > 35 | > 35 |
Pros and Cons
DJRE | AGVT | |
|---|---|---|
Pros |
| |
Cons |
|
DJRE | AGVT |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |