Compare AU
Compare HEUR 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 Betashares Europe Currency Hedged ETF (HEUR) 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
HEUR | AGVT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 17 |
Median incremental investment | $1,243.50 | $1,626.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,709.78 | $1,311.30 |
Average age group | 26 - 35 | > 35 |
Key Summary
HEUR | AGVT | |
|---|---|---|
Strategy | HEUR.AX was created on 2016-05-10 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, hedged into Australian dollars. | 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 797.46m in AUM and 74 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 | SAP SE (5.81 %) ASML HOLDING NV (5.43 %) SIEMENS AG (3.54 %) | AUSTRALIA GOVERNMENT BOND 1.25% MAY-32 (6.13 %) AUSTRALIA GOVERNMENT BOND 4.5% APR-33 (5.19 %) AUSTRALIA GOVERNMENT BOND 1.75% NOV-32 (5.04 %) |
Top 3 industries | Other (99.68 %) Financials (4.65 %) Consumer Staples (3.10 %) | Other (99.23 %) Communication Services (0.77 %) |
Top 3 countries | France (31.14 %) Germany (29.68 %) Netherlands (15.99 %) | |
Management fee | 0.56 % | 0.22 % |
Key Summary
HEUR | AGVT | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | S&P Eurozone Exporters AUD Hedged Index - AUD | Solactive Australian Government 7 - 12 Year AUD TR Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.56 % | 0.22 % |
Price | $14.78 | $42.30 |
Size | $45.190 million | $883.250 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.86 % | 2.41 % |
Market | ASX | ASX |
First listed date | 12/05/2016 | 09/07/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HEUR | AGVT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 17 |
Median incremental investment | $1,243.50 | $1,626.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,709.78 | $1,311.30 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HEUR | AGVT | |
|---|---|---|
Pros |
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Cons |
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HEUR | 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 |