Compare AU
Compare BNDS 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, 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/ dividend 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 |
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Cons |
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BNDS | DGVA |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |