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Compare MOAT vs. AGVT

Compare shares and ETFs on the ASX that you can trade on Pearler.

Morningstar US 'Wide Moat'

ASX

Buy

Buy

Overview
Performance

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 Morningstar US 'Wide Moat' (MOAT) 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

MOAT

AGVT

Popularity

Low

Low

Pearlers invested

522

18

Median incremental investment

$1,000.00

$1,683.28

Median investment frequency

Monthly

Monthly

Median total investment

$4,408.80

$1,172.78

Average age group

> 35

> 35


Key Summary

MOAT

AGVT

Strategy

The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes.

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

Alphabet Inc Class A (2.79 %)

The Walt Disney Co (2.77 %)

Bristol-Myers Squibb Co (2.75 %)

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

Health Care (49.22 %)

Other (23.89 %)

Communication Services (20.70 %)

Other (99.23 %)

Communication Services (0.77 %)

Top 3 countries

United States (98.74 %)

Netherlands (1.26 %)

Management fee

0.49 %

0.22 %


Key Summary

MOAT

AGVT

Issuer

VanEck

BetaShares

Tracking index

Morningstar Wide Moat Focus Index - AUD

Solactive Australian Government 7 - 12 Year AUD TR Index - AUD

Asset class

ETF

ETF

Management fee

0.49 %

0.22 %

Price

$133.60

$41.15

Size

$1.067 billion

$767.446 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

3.59 %

2.28 %

Market

ASX

ASX

First listed date

26/06/2015

09/07/2019

Purchase fee

$6.50

$6.50


Community Stats

MOAT

AGVT

Popularity

Low

Low

Pearlers invested

522

18

Median incremental investment

$1,000.00

$1,683.28

Median investment frequency

Monthly

Monthly

Median total investment

$4,408.80

$1,172.78

Average age group

> 35

> 35


Pros and Cons

MOAT

AGVT

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

MOAT

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

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