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Compare ALFA 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 VanEck Australian Long Short Complex ETF (ALFA) 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
ALFA | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 12 |
Median incremental investment | $996.75 | $6,243.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $2,042.60 | $7,362.20 |
Average age group | > 35 | > 35 |
Key Summary
ALFA | DGVA | |
|---|---|---|
Strategy | ALFA.AX was created on 2025-01-21 by VanEck. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Benchmark) over the medium to long term after fees and other costs. There is no guarantee that this objective will be achieved. | 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 | Woodside Energy Group Ltd (7.19 %) Telstra Group Ltd (5.98 %) Transurban Group (4.99 %) | 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 | Australia (100.00 %) | United States (69.68 %) Japan (6.36 %) United Kingdom of Great Britain and Northern Ireland (4.08 %) |
Management fee | 0.39 % | 0 % |
Key Summary
ALFA | DGVA | |
|---|---|---|
Issuer | VanEck | Dimensional |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.39 % | 0 % |
Price | $23.89 | $29.39 |
Size | $32.067 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.51 % | 3.09 % |
Market | ASX | ASX |
First listed date | 22/01/2025 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALFA | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 12 |
Median incremental investment | $996.75 | $6,243.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $2,042.60 | $7,362.20 |
Average age group | > 35 | > 35 |
Pros and Cons
ALFA | DGVA | |
|---|---|---|
Pros |
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Cons |
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ALFA | DGVA |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |