Back
Compare AU
Compare DAVA vs. ATEC
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 Dimensional Australian Value Trust - Active ETF (DAVA) and the Betashares S&P/ASX Australian Technology ETF (ATEC). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DAVA | ATEC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 421 |
Median incremental investment | $3,593.50 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,534.40 | $1,836.96 |
Average age group | > 35 | > 35 |
Key Summary
DAVA | ATEC | |
|---|---|---|
Strategy | DAVA.AX was created on 1999-06-10 by Dimensional. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Trust is to provide long-term capital growth by gaining exposure to a diversified portfolio of Value Companies listed in Australia. | ATEC.AX was created on 2020-03-04 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 469.62m in AUM and 47 holdings. 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 Index), before taking into account fees and expenses. |
Top 3 holdings | Westpac Banking Corp (9.35 %) National Australia Bank Ltd (9.14 %) ANZ Group Holdings Ltd (8.70 %) | PRO MEDICUS LTD (10.09 %) CARSALES.COM LTD (9.43 %) XERO LTD (8.84 %) |
Top 3 industries | Financials (64.43 %) Materials (24.53 %) Communication Services (5.56 %) | Information Technology (45.49 %) Communication Services (23.16 %) Health Care (10.65 %) |
Top 3 countries | Australia (100.00 %) | Australia (91.74 %) United States (7.16 %) New Zealand (0.73 %) |
Management fee | 0.336 % | 0.48 % |
Key Summary
DAVA | ATEC | |
|---|---|---|
Issuer | Dimensional | BetaShares |
Tracking index | S&P/ASX All Technology Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.336 % | 0.48 % |
Price | $31.79 | $20.42 |
Size | N/A | $505.191 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.42 % | 1.42 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 05/03/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DAVA | ATEC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 421 |
Median incremental investment | $3,593.50 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,534.40 | $1,836.96 |
Average age group | > 35 | > 35 |
Pros and Cons
DAVA | ATEC | |
|---|---|---|
Pros |
|
|
Cons |
|
|
DAVA | ATEC |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |