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Compare ATEC 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 S&P/ASX Australian Technology ETF (ATEC) 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
ATEC | DGVA | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 259 | 1 |
Median incremental investment | $993.50 | $7,234.78 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,170.05 | $31,787.28 |
Average age group | > 35 | < 26 |
Key Summary
ATEC | DGVA | |
---|---|---|
Strategy | ATEC.AX was created on 2020-03-04 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the S&P/ASX All Technology Index (the βIndexβ), before taking into account fees and expenses. | 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 | WISETECH GLOBAL LTD (10.83 %) XERO LTD (10.48 %) PRO MEDICUS LTD (9.81 %) | JPMorgan Chase & Co (3.25 %) Exxon Mobil Corp (2.25 %) Johnson & Johnson (1.63 %) |
Top 3 industries | Information Technology (48.15 %) Communication Services (23.43 %) Health Care (10.02 %) | |
Top 3 countries | Australia (82.51 %) New Zealand (10.88 %) United States (6.62 %) | |
Management fee | 0.48 % | 0 % |
Key Summary
ATEC | DGVA | |
---|---|---|
Issuer | BetaShares | Dimensional |
Tracking index | S&P/ASX All Technology Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.48 % | 0 % |
Price | $31.21 | $24.99 |
Size | $385.477 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.49 % | 0.16 % |
Market | ASX | ASX |
First listed date | 05/03/2020 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ATEC | DGVA | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 259 | 1 |
Median incremental investment | $993.50 | $7,234.78 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,170.05 | $31,787.28 |
Average age group | > 35 | < 26 |
Pros and Cons
ATEC | DGVA | |
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Pros |
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Cons |
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ATEC | DGVA |
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Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |