Compare AU

Compare E200 vs. AGVT

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

SPDR S&P/ASX 200 Esg Fund

ASX

Buy

Buy

Overview
Performance

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 200 Esg Fund (E200) 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

E200

AGVT

Popularity

Low

Low

Pearlers invested

21

18

Median incremental investment

$1,000.00

$1,683.28

Median investment frequency

Monthly

Monthly

Median total investment

$1,141.65

$1,172.49

Average age group

> 35

> 35


Key Summary

E200

AGVT

Strategy

E200.AX was created on 2020-07-31 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The SPDR S&P/ASX 200 ESG Fund seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 ESG 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

Commonwealth Bank of Australia (14.49 %)

CSL Ltd (7.59 %)

National Australia Bank Ltd (6.43 %)

AUST 10Y BOND FUT MAR25 (0 %)

AUSTRALIAN GOVERNMENT 1.25% MAY-32 (6.11 %)

AUSTRALIAN GOVERNMENT 4.5% APR-33 (5.30 %)

Top 3 industries

Financials (55.60 %)

Health Care (14.07 %)

Consumer Discretionary (8.35 %)

Other (99.23 %)

Communication Services (0.77 %)

Top 3 countries

Australia (94.38 %)

United States (3.29 %)

New Zealand (1.72 %)

Management fee

0.05 %

0.22 %


Key Summary

E200

AGVT

Issuer

SPDR

BetaShares

Tracking index

S&P/ASX 200 ESG Index - AUD

Solactive Australian Government 7 - 12 Year AUD TR Index - AUD

Asset class

ETF

ETF

Management fee

0.05 %

0.22 %

Price

$26.69

$41.43

Size

$54.270 million

$767.446 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

6.27 %

2.28 %

Market

ASX

ASX

First listed date

04/08/2020

09/07/2019

Purchase fee

$6.50

$6.50


Community Stats

E200

AGVT

Popularity

Low

Low

Pearlers invested

21

18

Median incremental investment

$1,000.00

$1,683.28

Median investment frequency

Monthly

Monthly

Median total investment

$1,141.65

$1,172.49

Average age group

> 35

> 35


Pros and Cons

E200

AGVT

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

E200

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

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