Compare AU
Compare HVST 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 Australian Dividend Harvester Active ETF (HVST) 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
HVST | AGVT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 56 | 18 |
Median incremental investment | $993.50 | $1,626.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,705.10 | $1,059.27 |
Average age group | > 35 | > 35 |
Key Summary
HVST | AGVT | |
|---|---|---|
Strategy | HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 238.49m in AUM and 45 holdings. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis. | 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 | BETASHARES AUSTRALIA 200 ETF (24.61 %) BHP GROUP LTD (8.04 %) CSL LTD (5.09 %) | AUSTRALIAN GOVERNMENT 1.25% MAY-32 (5.69 %) AUSTRALIAN GOVERNMENT 4.5% APR-33 (5.17 %) AUSTRALIAN GOVERNMENT 1.75% NOV-32 (5.05 %) |
Top 3 industries | Other (33.17 %) Financials (25.66 %) Materials (13.17 %) | Other (99.23 %) Communication Services (0.77 %) |
Top 3 countries | Australia (97.05 %) United States (2.00 %) United Kingdom of Great Britain and Northern Ireland (0.56 %) | |
Management fee | 0.65 % | 0.22 % |
Key Summary
HVST | AGVT | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Solactive Australian Government 7 - 12 Year AUD TR Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.22 % |
Price | $12.70 | $41.54 |
Size | $239.102 million | $783.595 million |
10Y return | -49.44 % | N/A |
Annual distribution yield (5Y) | 9.03 % | 2.38 % |
Market | ASX | ASX |
First listed date | 03/11/2014 | 09/07/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVST | AGVT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 56 | 18 |
Median incremental investment | $993.50 | $1,626.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,705.10 | $1,059.27 |
Average age group | > 35 | > 35 |
Pros and Cons
HVST | AGVT | |
|---|---|---|
Pros |
|
|
Cons |
|
|
HVST | AGVT |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |