Compare AU

Compare AUMF vs. DGVA

Compare shares and ETFs on the ASX that you can trade on Pearler.

Edge MSCI Australia Multifactor

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are AUMF and DGVA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

AUMF

DGVA

Popularity

Low

Low

Pearlers invested

3

1

Median incremental investment

$130.00

$24,525.75

Median investment frequency

Weekly

Monthly

Median total investment

$1,438.69

$24,705.85

Average age group

26 - 35

< 26


Key Summary

AUMF

DGVA

Strategy

AUMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 83.73m in AUM and 129 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Diversified Multiple Factor (AUD) Index, before fees and expenses. The index is designed to measure the performance of Australian equities that have favorable exposure to four target style factors subject to constraints.

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

COMMONWEALTH BANK OF AUSTRALIA (8.15 %)

BHP GROUP LTD (7.02 %)

CSL LTD (4.26 %)

Dimensional Global Value Trust - Active ETF (100 %)

Top 3 industries

Financials (28.68 %)

Materials (18.21 %)

Industrials (12.21 %)

Top 3 countries

Australia (99.45 %)

China (0.55 %)

Management fee

0.3 %

0 %


Key Summary

AUMF

DGVA

Issuer

iShares

Dimensional

Tracking index

MSCI Australia IMI Diversified Multiple-Factor Index - AUD

Asset class

ETF

ETF

Management fee

0.3 %

0 %

Price

$35.09

$24.83

Size

$82.890 million

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

5.42 %

- %

Market

ASX

ASX

First listed date

14/10/2016

18/08/2024

Purchase fee

$6.50

$6.50


Community Stats

AUMF

DGVA

Popularity

Low

Low

Pearlers invested

3

1

Median incremental investment

$130.00

$24,525.75

Median investment frequency

Weekly

Monthly

Median total investment

$1,438.69

$24,705.85

Average age group

26 - 35

< 26


Pros and Cons

AUMF

DGVA

Pros

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

AUMF

DGVA

Higher exposure to AU market

Lower exposure to AU market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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