Compare AU
Compare VISM 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 Vanguard MSCI International Small Companies Index ETF (VISM) 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
VISM | AGVT | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 261 | 18 |
Median incremental investment | $1,110.42 | $1,683.28 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,579.64 | $1,171.64 |
Average age group | 26 - 35 | > 35 |
Key Summary
VISM | AGVT | |
---|---|---|
Strategy | Vanguard MSCI International Small Companies Index ETF aims to track the returns and performance of the MSCI World ex-Australia Small Cap Index before considering fees, expenses, and tax. It tracks the performance of the index with dividends reinvested. | 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 | Reliance Steel & Aluminum Co. (0.20 %) United Therapeutics Corp. (0.20 %) Axon Enterprise Inc. (0.19 %) | 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 | Industrials (19.35 %) Financials (14.55 %) Consumer Discretionary (12.64 %) | Other (99.23 %) Communication Services (0.77 %) |
Top 3 countries | United States (62.44 %) Japan (12.99 %) United Kingdom of Great Britain and Northern Ireland (5.56 %) | |
Management fee | 0.32 % | 0.22 % |
Key Summary
VISM | AGVT | |
---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | MSCI World ex AU Small Cap | Solactive Australian Government 7 - 12 Year AUD TR Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0.22 % |
Price | $69.96 | $41.15 |
Size | N/A | $761.517 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.51 % | 2.30 % |
Market | ASX | ASX |
First listed date | 13/11/2018 | 09/07/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VISM | AGVT | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 261 | 18 |
Median incremental investment | $1,110.42 | $1,683.28 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,579.64 | $1,171.64 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
VISM | AGVT | |
---|---|---|
Pros |
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Cons |
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VISM | AGVT |
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Higher exposure to AU market | Lower exposure to AU market |
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 |