Compare AU

Compare BNDS vs. DGVA

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

BetaShares Westn Asset Aus Bond Fund (Managed Fund)

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

Community Stats

BNDS

DGVA

Popularity

Low

Low

Pearlers invested

13

1

Median incremental investment

$625.59

$24,525.75

Median investment frequency

Monthly

Monthly

Median total investment

$922.35

$25,014.30

Average age group

> 35

< 26


Key Summary

BNDS

DGVA

Strategy

BNDS.AX was created on 2018-11-07 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to earn an after fee return in excess of the Bloomberg AusBond Composite 0+yr Index over rolling three year periods.

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

AUSTRALIAN GOVERNMENT 2.75% MAY-41 (2.45 %)

AUSTRALIAN GOVERNMENT 1.75% NOV-32 (1.70 %)

AUSTRALIAN GOVERNMENT 3.75% MAY-34 (1.54 %)

Dimensional Global Value Trust - Active ETF (100 %)

Top 3 industries

Other (99.56 %)

Communication Services (0.44 %)

Top 3 countries

Management fee

0.42 %

0 %


Key Summary

BNDS

DGVA

Issuer

BetaShares

Dimensional

Tracking index

Bloomberg AusBond Composite Index - AUD

Asset class

ETF

ETF

Management fee

0.42 %

0 %

Price

$23.65

$25.14

Size

$756.531 million

N/A

10Y return

N/A

N/A

Annual distribution/โ€Šdividend yield (5Y)

2.47 %

- %

Market

ASX

ASX

First listed date

16/11/2018

18/08/2024

Purchase fee

$6.50

$6.50


Community Stats

BNDS

DGVA

Popularity

Low

Low

Pearlers invested

13

1

Median incremental investment

$625.59

$24,525.75

Median investment frequency

Monthly

Monthly

Median total investment

$922.35

$25,014.30

Average age group

> 35

< 26


Pros and Cons

BNDS

DGVA

Pros

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

BNDS

DGVA

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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