Compare AU
Compare VLC 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 Australian Large Companies Index ETF (VLC) 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
VLC | AGVT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 52 | 17 |
Median incremental investment | $1,000.00 | $1,626.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,999.92 | $1,307.27 |
Average age group | > 35 | > 35 |
Key Summary
VLC | AGVT | |
|---|---|---|
Strategy | VLC.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on large cap equity. To closely track the MSCI Australian Shares Large Cap Index, the Fund will hold all of the securities in the index. | 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 | BHP Group Ltd. (17.50 %) Commonwealth Bank of Australia (13.40 %) CSL Ltd. (9.73 %) | 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 | Financials (36.62 %) Materials (25.30 %) Health Care (9.73 %) | Other (99.23 %) Communication Services (0.77 %) |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.2 % | 0.22 % |
Key Summary
VLC | AGVT | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | MSCI Australian Shares Large Cap Index - AUD | Solactive Australian Government 7 - 12 Year AUD TR Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.22 % |
Price | $76.92 | $42.17 |
Size | N/A | $883.250 million |
10Y return | 16.78 % | N/A |
Annual distribution yield (5Y) | 6.92 % | 2.41 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 09/07/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VLC | AGVT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 52 | 17 |
Median incremental investment | $1,000.00 | $1,626.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,999.92 | $1,307.27 |
Average age group | > 35 | > 35 |
Pros and Cons
VLC | AGVT | |
|---|---|---|
Pros |
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Cons |
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VLC | AGVT |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |