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Compare 29BB vs. DGVA
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 Betashares 2029 Fixed Term Corp Bond Active ETF (29BB) and the Dimensional Global Value Trust - Active ETF (DGVA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
29BB | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 14 |
Median incremental investment | $16,060.75 | $6,864.14 |
Median investment frequency | Daily | Fortnightly |
Median total investment | $22,232.27 | $10,713.43 |
Average age group | > 35 | > 35 |
Key Summary
29BB | DGVA | |
|---|---|---|
Strategy | 29BB.AX was created on 2025-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investors with access to a diversified portfolio of fixed-rate, investment grade, Australian dollar denominated corporate bonds with maturity dates occurring between May 2028 and May 2029, inclusive | DGVA.AX was created on 1999-08-27 by Dimensional. The fund's investment portfolio concentrates primarily on large cap equity. The investment objective of the Trust is to provide long-term capital growth by gaining exposure to a diversified portfolio of large Value Companies associated with approved developed markets (excluding Australia). |
Top 3 holdings | BANCO SANTANDER SA 5.796% JAN-29 (3.83 %) NSW ELECTRICITY NETWORKS 2.732% APR-29 (3.51 %) OPTUS FINANCE PTY LTD 2.6% NOV-28 (3.00 %) | Amazon.com Inc (3.28 %) Micron Technology Inc (3.23 %) JPMorgan Chase & Co (2.89 %) |
Top 3 industries | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) | |
Top 3 countries | United States (69.68 %) Japan (6.36 %) United Kingdom of Great Britain and Northern Ireland (4.08 %) | |
Management fee | 0 % | 0 % |
Key Summary
29BB | DGVA | |
|---|---|---|
Issuer | BetaShares | Dimensional |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 0 % |
Price | $24.75 | $30.75 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.26 % | 2.32 % |
Market | ASX | ASX |
First listed date | 01/05/2025 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
29BB | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 14 |
Median incremental investment | $16,060.75 | $6,864.14 |
Median investment frequency | Daily | Fortnightly |
Median total investment | $22,232.27 | $10,713.43 |
Average age group | > 35 | > 35 |
Pros and Cons
29BB | DGVA | |
|---|---|---|
Pros |
| |
Cons |
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29BB | DGVA |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower distribution yield | Higher distribution yield |