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Compare ETHI vs. AGVT

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

BetaShares Global Sustainability Leaders ETF

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 BetaShares Global Sustainability Leaders ETF (ETHI) 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

ETHI

AGVT

Popularity

Medium

Low

Pearlers invested

3,470

18

Median incremental investment

$793.50

$1,683.28

Median investment frequency

Monthly

Monthly

Median total investment

$2,178.00

$1,187.03

Average age group

26 - 35

> 35


Key Summary

ETHI

AGVT

Strategy

ETHI seeks to track the performance of the NASDAQ Future Global Sustainability Leaders Index, which includes 200 large-cap companies considered as โ€œClimate Leaders". It excludes companies that have direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations.

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

APPLE INC (5.05 %)

NVIDIA CORP (4.92 %)

VISA INC (4.71 %)

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

Information Technology (26.95 %)

Financials (21.93 %)

Other (21.16 %)

Other (99.23 %)

Communication Services (0.77 %)

Top 3 countries

United States (78.50 %)

Japan (7.27 %)

Netherlands (3.56 %)

Management fee

0.59 %

0.22 %


Key Summary

ETHI

AGVT

Issuer

BetaShares

BetaShares

Tracking index

Nasdaq Future Global Sustainability Leaders Index - AUD

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

Asset class

ETF

ETF

Management fee

0.59 %

0.22 %

Price

$16.50

$41.65

Size

$3.725 billion

$767.446 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

5.50 %

2.28 %

Market

ASX

ASX

First listed date

09/01/2017

09/07/2019

Purchase fee

$6.50

$6.50


Community Stats

ETHI

AGVT

Popularity

Medium

Low

Pearlers invested

3,470

18

Median incremental investment

$793.50

$1,683.28

Median investment frequency

Monthly

Monthly

Median total investment

$2,178.00

$1,187.03

Average age group

26 - 35

> 35


Pros and Cons

ETHI

AGVT

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

ETHI

AGVT

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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