Compare AU
Compare MOAT 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 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 |
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Cons |
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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 |