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Compare E200 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 State Street SPDR S&P/ASX 200 Esg ETF (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 | 35 | 30 |
Median incremental investment | $1,000.00 | $1,202.08 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,736.00 | $1,054.82 |
Average age group | > 35 | > 35 |
Key Summary
E200 | AGVT | |
|---|---|---|
Strategy | E200.AX was created on 2020-07-31 by State Street . The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 290.65m in AUM and 101 holdings. The State Street SPDR S&P/ASX 200 ESG ETF 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. The ETF currently has 1163.81m in AUM and 80 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 | Commonwealth Bank of Australia (13.34 %) BHP Group Ltd (13.12 %) National Australia Bank Ltd (6.64 %) | AUSTRALIAN GOVERNMENT 3.5% DEC-34 (4.44 %) AUSTRALIAN GOVERNMENT 2.75% JUN-35 (4.37 %) AUSTRALIAN GOVERNMENT 4.5% APR-33 (4.36 %) |
Top 3 industries | Financials (50.30 %) Materials (17.70 %) Health Care (10.97 %) | Other (99.23 %) Communication Services (0.77 %) |
Top 3 countries | Australia (96.09 %) United States (2.88 %) New Zealand (0.52 %) | |
Management fee | 0.05 % | 0.22 % |
Key Summary
E200 | AGVT | |
|---|---|---|
Issuer | State Street | 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 | $27.38 | $40.52 |
Size | $283.081 million | $1.152 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.70 % | 2.24 % |
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 | 35 | 30 |
Median incremental investment | $1,000.00 | $1,202.08 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,736.00 | $1,054.82 |
Average age group | > 35 | > 35 |
Pros and Cons
E200 | AGVT | |
|---|---|---|
Pros |
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Cons |
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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 |