Compare AU
Compare IVV 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 500 ETF (IVV) 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
IVV | AGVT | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 13,835 | 18 |
Median incremental investment | $998.17 | $1,683.28 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,032.91 | $1,175.63 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | AGVT | |
|---|---|---|
Strategy | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. | 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 | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | AUST 10Y BOND FUT MAR25 (0 %) AUSTRALIAN GOVERNMENT 1.25% MAY-32 (6.11 %) AUSTRALIAN GOVERNMENT 4.5% APR-33 (5.30 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Other (99.23 %) Communication Services (0.77 %) |
Top 3 countries | United States (99.92 %) | |
Management fee | 0.04 % | 0.22 % |
Key Summary
IVV | AGVT | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P 500 - AUD | Solactive Australian Government 7 - 12 Year AUD TR Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.22 % |
Price | $64.44 | $41.25 |
Size | $11.228 billion | $767.446 million |
10Y return | 272.59 % | N/A |
Annual distribution yield (5Y) | 12.27 % | 2.28 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 09/07/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | AGVT | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 13,835 | 18 |
Median incremental investment | $998.17 | $1,683.28 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,032.91 | $1,175.63 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | AGVT | |
|---|---|---|
Pros |
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Cons |
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IVV | 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 |