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Compare AGGG 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 AGGG and DAVA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AGGG | DAVA | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 3 |
Median incremental investment | $0 | $4,293.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $11,872.08 |
Average age group | N/A | 26 - 35 |
Key Summary
AGGG | DAVA | |
|---|---|---|
Strategy | N/A | 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 | iShares Core Global Aggregate Bond (Aud Hdg) ETF (100 %) | National Australia Bank Ltd (10.12 %) Westpac Banking Corp (9.78 %) ANZ Group Holdings Ltd (8.23 %) |
Top 3 industries | Financials (64.43 %) Materials (24.53 %) Communication Services (5.56 %) | |
Top 3 countries | ||
Management fee | 0 % | 0.336 % |
Key Summary
AGGG | DAVA | |
|---|---|---|
Issuer | Dimensional | |
Tracking index | ||
Asset class | Stock | ETF |
Management fee | 0 % | 0.336 % |
Price | $99.82 | $29.98 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 4.14 % |
Market | ASX | ASX |
First listed date | 05/11/2025 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AGGG | DAVA | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 3 |
Median incremental investment | $0 | $4,293.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $11,872.08 |
Average age group | N/A | 26 - 35 |
Pros and Cons
AGGG | DAVA | |
|---|---|---|
Pros |
| |
Cons |
|
AGGG | DAVA |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower dividend/distribution yield | Higher dividend/distribution yield |