Grow it · ETFs

IGB vs AGVT

Compare fees, returns, income and risk for these 2 ASX-listed ETFs side by side.

At a glance

Comparing IGB and AGVT. IGB has the lower management fee at 0.18% a year, IGB has the higher 5 years return at -0.8% a year, and AGVT offers the higher at 4%.
Lower fee
IGB 0.18% p.a.
Higher 5 years return
IGB -0.8% p.a.
Higher yield
AGVT 4%
Lower volatility
IGB 5.8% (5y)
Larger fund
AGVT $1.1bn

Side-by-side comparison

Metric IGB
iShares Treasury ETF
AGVT
BetaShares Australian Government Bond ETF
Snapshot
Provider
iShares
BetaShares
Tracks index
Bloomberg AusBond Treasury 0+ Yr Index
Solactive Australian Government 7-12 Year AUD TR Index
Categories
Bonds, AU
Bonds, AU
Listed since
Fund size (AUM)
$430m
$1.1bn
Cost & income
Management fee
0.18%
0.22%
Dividend yield
2.6%
4%
Franking
0%
0%
Turnover
30%
30%
Tax drag 1.55% 2%
Returns
Tax bracket
1-year return
0.4%
net
0.3%
net
3-year return
2.9%
net
3.4%
net
5-year return
-0.8%
net
-1.6%
net
10-year return
1.1%
net
Risk
Volatility (3y)
4.2%
6.4%
Volatility (5y)
5.8%
8.2%
Volatility (10y)
5%
Sharpe ratio (3y)
Sharpe ratio (5y)
Sharpe ratio (10y)
Bid/ask spread

marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.

Each fund at a glance

IGB iShares Treasury ETF
  • Low-cost: a 0.18% management fee keeps more of the return in your pocket.
  • Low volatility (4.98% over 10 years) for a smoother ride.
  • Has lagged most peers over 10 years (104th of 108).
AGVT BetaShares Australian Government Bond ETF
  • Low-cost: a 0.22% management fee keeps more of the return in your pocket.
  • Pays a useful 4% income yield.
  • Has lagged most peers over 5 years (179th of 188).

Frequently Asked Questions

What's the difference between IGB vs AGVT?

IGB and AGVT are 2 Australian-listed ETFs we compare side by side. IGB carries the lower management fee (0.18%). Over 5 years, IGB has delivered the higher total return (-0.8% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - IGB vs AGVT?

IGB has the lower management fee at 0.18% a year, versus AGVT 0.22%.

Which has performed higher - IGB vs AGVT?

Over the past 5 years, IGB has delivered the higher total return at -0.8% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

AGVT pays the higher at 4%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

AGVT is the larger fund by assets ($1.1bn). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.

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