Compare AU
Compare VDAL 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, shares and ETFs are a popular choice. Two options in the ASX are VDAL and AGVT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
VDAL | AGVT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 57 | 17 |
Median incremental investment | $1,000.00 | $1,626.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $987.63 | $1,307.27 |
Average age group | > 35 | > 35 |
Key Summary
VDAL | AGVT | |
|---|---|---|
Strategy | VDAL.AX was created on 2025-03-04 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. Vanguard Diversified All Growth Index ETF seeks to track the weighted average return of the various indices of the Underlying Funds in which it invests, in proportion to the Strategic Asset Allocation, before taking into account fees, expenses and tax. | AGVT.AX was created on 2019-07-05 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 797.46m in AUM and 74 holdings. 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 | Vanguard Diversified All Growth Index ETF (100 %) | AUSTRALIA GOVERNMENT BOND 1.25% MAY-32 (6.13 %) AUSTRALIA GOVERNMENT BOND 4.5% APR-33 (5.19 %) AUSTRALIA GOVERNMENT BOND 1.75% NOV-32 (5.04 %) |
Top 3 industries | Other (99.23 %) Communication Services (0.77 %) | |
Top 3 countries | ||
Management fee | 0.27 % | 0.22 % |
Key Summary
VDAL | AGVT | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | 40% S&P/ASX 300 Index - 29.5% MSCI World ex-Australia Index - 18% MSCI World ex-Australia Index - 7% MSCI World ex-Australia Small Cap Index - 5.5% MSCI Emerging Markets Index - Benchmark TR Net | Solactive Australian Government 7 - 12 Year AUD TR Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.27 % | 0.22 % |
Price | $47.03 | $42.17 |
Size | N/A | $883.250 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.04 % | 2.41 % |
Market | ASX | ASX |
First listed date | 04/03/2025 | 09/07/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VDAL | AGVT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 57 | 17 |
Median incremental investment | $1,000.00 | $1,626.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $987.63 | $1,307.27 |
Average age group | > 35 | > 35 |
Pros and Cons
VDAL | AGVT | |
|---|---|---|
Pros |
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Cons |
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VDAL | AGVT |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |