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Compare GARP 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 Global X S&P World Ex Australia Garp ETF (GARP) 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
GARP | AGVT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 65 | 28 |
Median incremental investment | $1,018.00 | $1,203.78 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,115.60 | $1,146.04 |
Average age group | > 35 | > 35 |
Key Summary
GARP | AGVT | |
|---|---|---|
Strategy | GARP.AX was created on 2024-09-24 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide investors with a return that (before fees and expenses) tracks the performance of the S&P World Ex-Australia GARP.AX 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 | Eli Lilly and Co (4.97 %) Meta Platforms Inc Class A (4.88 %) NVIDIA Corp (4.86 %) | AUSTRALIAN GOVERNMENT 3.5% DEC-34 (4.44 %) AUSTRALIAN GOVERNMENT 4.5% APR-33 (4.40 %) AUSTRALIAN GOVERNMENT 2.75% JUN-35 (4.37 %) |
Top 3 industries | Information Technology (29.10 %) Other (22.79 %) Communication Services (20.23 %) | Other (99.23 %) Communication Services (0.77 %) |
Top 3 countries | United States (66.30 %) Japan (9.13 %) Netherlands (4.36 %) | |
Management fee | 0 % | 0.22 % |
Key Summary
GARP | AGVT | |
|---|---|---|
Issuer | Global X | BetaShares |
Tracking index | S&P World Ex-Australia GARP Index - AUD - Benchmark TR Gross | Solactive Australian Government 7 - 12 Year AUD TR Index - AUD |
Asset class | ETF | ETF |
Management fee | 0 % | 0.22 % |
Price | $12.30 | $40.93 |
Size | $131.846 million | $1.152 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.21 % | 2.24 % |
Market | ASX | ASX |
First listed date | 25/09/2024 | 09/07/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GARP | AGVT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 65 | 28 |
Median incremental investment | $1,018.00 | $1,203.78 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,115.60 | $1,146.04 |
Average age group | > 35 | > 35 |
Pros and Cons
GARP | AGVT | |
|---|---|---|
Pros |
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Cons |
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GARP | AGVT |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |