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Compare OZBD 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 Betashares Australian Composite Bond ETF (OZBD) 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
OZBD | AGVT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 28 |
Median incremental investment | $2,000.00 | $1,250.99 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,793.06 | $955.04 |
Average age group | > 35 | > 35 |
Key Summary
OZBD | AGVT | |
|---|---|---|
Strategy | OZBD.AX was created on 2022-02-02 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. OZBD.AX aims to track the Bloomberg Australian Enhanced Yield Composite Bond Index, before fees and expenses. | 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 | AUSTRALIAN GOVERNMENT 3.75% APR-37 (1.38 %) AUSTRALIAN GOVERNMENT 4.5% APR-33 (1.30 %) AUSTRALIAN GOVERNMENT 1.0% NOV-31 (1.27 %) | AUSTRALIAN GOVERNMENT 3.5% DEC-34 (4.56 %) AUSTRALIAN GOVERNMENT 2.75% JUN-35 (4.50 %) AUSTRALIAN GOVERNMENT 4.5% APR-33 (4.49 %) |
Top 3 industries | Other (99.47 %) Communication Services (0.53 %) | Other (99.23 %) Communication Services (0.77 %) |
Top 3 countries | ||
Management fee | 0.19 % | 0.22 % |
Key Summary
OZBD | AGVT | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | Solactive Australian Government 7 - 12 Year AUD TR Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.22 % |
Price | $43.45 | $40.54 |
Size | $1.118 billion | $1.129 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.86 % | 2.28 % |
Market | ASX | ASX |
First listed date | 03/02/2022 | 09/07/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZBD | AGVT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 28 |
Median incremental investment | $2,000.00 | $1,250.99 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,793.06 | $955.04 |
Average age group | > 35 | > 35 |
Pros and Cons
OZBD | AGVT | |
|---|---|---|
Pros |
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Cons |
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OZBD | AGVT |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |