Compare AU
Compare IAF 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 iShares Core Composite Bond ETF (IAF) 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
IAF | AGVT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 523 | 18 |
Median incremental investment | $1,111.28 | $1,683.28 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,638.48 | $1,178.76 |
Average age group | > 35 | > 35 |
Key Summary
IAF | AGVT | |
|---|---|---|
Strategy | IAF.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The fund aims to provide investors with the performance of the Bloomberg AusBond Composite 0+ Yr IndexSM, before fees and expenses. The index is designed to measure the performance of the Australian bond market and includes investment grade fixed income securities issued by the Australian Treasury, | 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 | AUSTRALIA (COMMONWEALTH OF) RegS (2.70 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.59 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.51 %) | 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 | Other (99.37 %) Communication Services (0.23 %) Financials (0.19 %) | Other (99.23 %) Communication Services (0.77 %) |
Top 3 countries | ||
Management fee | 0.15 % | 0.22 % |
Key Summary
IAF | AGVT | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | Bloomberg AusBond Composite 0+ Yr Index - AUD | Solactive Australian Government 7 - 12 Year AUD TR Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.15 % | 0.22 % |
Price | $101.63 | $41.53 |
Size | $2.824 billion | $767.446 million |
10Y return | -6.07 % | N/A |
Annual distribution yield (5Y) | 1.95 % | 2.28 % |
Market | ASX | ASX |
First listed date | 14/03/2012 | 09/07/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IAF | AGVT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 523 | 18 |
Median incremental investment | $1,111.28 | $1,683.28 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,638.48 | $1,178.76 |
Average age group | > 35 | > 35 |
Pros and Cons
IAF | AGVT | |
|---|---|---|
Pros |
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Cons |
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IAF | AGVT |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |