Compare AU
Compare PLUS 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 VanEck Australian Corporate Bond Plus ETF (PLUS) 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
PLUS | AGVT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 18 |
Median incremental investment | $7,493.50 | $1,683.28 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,314.84 | $1,178.76 |
Average age group | > 35 | > 35 |
Key Summary
PLUS | AGVT | |
|---|---|---|
Strategy | PLUS.AX was created on 2017-05-09 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 347.8m in AUM and 141 holdings. PLUS.AX invests in a diversified portfolio of Australian dollar denominated bonds consisting predominantly of the highest yielding investment grade corporate bonds issued in Australia with the aim of providing investment returns (before fees and other costs) that track the performance of the Markit iBoxx AUD Corporates Yield Plus Index. | 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 | Telstra Group Ltd. (2.18 %) Credit Agricole S.A. (1.75 %) AusNet Services Holdings Pty Ltd. (1.74 %) | 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 (99.23 %) Communication Services (0.77 %) | |
Top 3 countries | ||
Management fee | 0.32 % | 0.22 % |
Key Summary
PLUS | AGVT | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | Markit iBoxx AUD Corporates Yield Plus Index - AUD | Solactive Australian Government 7 - 12 Year AUD TR Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0.22 % |
Price | $16.94 | $41.36 |
Size | $347.256 million | $767.446 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.96 % | 2.28 % |
Market | ASX | ASX |
First listed date | 11/05/2017 | 09/07/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
PLUS | AGVT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 18 |
Median incremental investment | $7,493.50 | $1,683.28 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,314.84 | $1,178.76 |
Average age group | > 35 | > 35 |
Pros and Cons
PLUS | AGVT | |
|---|---|---|
Pros |
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Cons |
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PLUS | AGVT |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |