Compare AU

Compare BANK vs. DVDY

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

Global X Australian Bank Credit ETF

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 BANK and DVDY. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

BANK

DVDY

Popularity

Low

Low

Pearlers invested

15

54

Median incremental investment

$998.75

$637.03

Median investment frequency

Monthly

Monthly

Median total investment

$1,004.00

$1,678.27

Average age group

> 35

> 35


Key Summary

BANK

DVDY

Strategy

BANK.AX was created on 2024-07-22 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide investors a return (before fees and expenses) that tracks the performance of the Solactive Australian Bank Credit Index, a published index, by holding a portfolio of Bonds and Hybrid Securities that may comprise all or a representation of the securities comprising the Index.

DVDY.AX was created on 2020-09-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars.

Top 3 holdings

Global X Australian Bank Credit ETF (100 %)

Pinnacle Investment Management Group Ltd (6.12 %)

Brambles Ltd (4.99 %)

Charter Hall Group (4.80 %)

Top 3 industries

Industrials (29.02 %)

Financials (23.81 %)

Consumer Discretionary (17.54 %)

Top 3 countries

Australia (100.00 %)

Management fee

0.25 %

0.35 %


Key Summary

BANK

DVDY

Issuer

Global X

VanEck

Tracking index

Solactive Australian Bank Credit Index - AUD - Benchmark TR Gross

Morningstar Australia Dividend Yield Focus Index - AUD

Asset class

ETF

ETF

Management fee

0.25 %

0.35 %

Price

$10.04

$22.99

Size

$34.263 million

$67.940 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

0.32 %

4.42 %

Market

ASX

ASX

First listed date

23/07/2024

09/09/2020

Purchase fee

$6.50

$6.50


Community Stats

BANK

DVDY

Popularity

Low

Low

Pearlers invested

15

54

Median incremental investment

$998.75

$637.03

Median investment frequency

Monthly

Monthly

Median total investment

$1,004.00

$1,678.27

Average age group

> 35

> 35


Pros and Cons

BANK

DVDY

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Higher management fee

BANK

DVDY

Lower exposure to AU market

Higher exposure to AU market

Lower management fee

Higher management fee

Lower distribution yield

Higher distribution yield

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