Compare AU
Compare IJR 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 S&P Small-Cap ETF (IJR) 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
IJR | AGVT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 85 | 18 |
Median incremental investment | $2,007.74 | $1,683.28 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,872.33 | $1,178.76 |
Average age group | > 35 | > 35 |
Key Summary
IJR | AGVT | |
|---|---|---|
Strategy | IJR.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of small capitalisation US equities. | 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 | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) | 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 (99.85 %) Communication Services (0.15 %) | Other (99.23 %) Communication Services (0.77 %) |
Top 3 countries | United States (98.93 %) | |
Management fee | 0.07 % | 0.22 % |
Key Summary
IJR | AGVT | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P Small Cap 600 | Solactive Australian Government 7 - 12 Year AUD TR Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.07 % | 0.22 % |
Price | $189.43 | $41.36 |
Size | $781.807 million | $767.446 million |
10Y return | 161.46 % | N/A |
Annual distribution yield (5Y) | 1.31 % | 2.28 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 09/07/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IJR | AGVT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 85 | 18 |
Median incremental investment | $2,007.74 | $1,683.28 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,872.33 | $1,178.76 |
Average age group | > 35 | > 35 |
Pros and Cons
IJR | AGVT | |
|---|---|---|
Pros |
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Cons |
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IJR | 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 |