Compare AU
Compare AAA vs. DAVA
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 AAA and DAVA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AAA | DAVA | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 152 | 0 |
Median incremental investment | $6,184.71 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,006.00 | $0 |
Average age group | > 35 | N/A |
Key Summary
AAA | DAVA | |
|---|---|---|
Strategy | AAA.AX was created on 2012-03-06 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide exposure to Australian cash, with attractive and regular incomedistributions that exceed the 30 day Bank Bill Swap Rate (after fees and expenses). | DAVA.AX was created on 1999-06-10 by Dimensional. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Trust is to provide long-term capital growth by gaining exposure to a diversified portfolio of Value Companies listed in Australia. |
Top 3 holdings | AUD - AUSTRALIA DOLLAR (100.00 %) | Dimensional Australian Value Trust - Active ETF (100 %) |
Top 3 industries | Communication Services (100.00 %) | |
Top 3 countries | ||
Management fee | 0.18 % | 0.336 % |
Key Summary
AAA | DAVA | |
|---|---|---|
Issuer | BetaShares | Dimensional |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.336 % |
Price | $50.16 | $27.39 |
Size | $3.555 billion | N/A |
10Y return | 0.06 % | N/A |
Annual distribution/ dividend yield (5Y) | 2.14 % | 0.36 % |
Market | ASX | ASX |
First listed date | 07/03/2012 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AAA | DAVA | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 152 | 0 |
Median incremental investment | $6,184.71 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,006.00 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
AAA | DAVA | |
|---|---|---|
Pros |
| |
Cons |
|
AAA | DAVA |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |