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Compare DAVA vs. CORE
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 Schroder Global Core Fund - Active ETF (CORE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DAVA | CORE | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 9 | 0 |
Median incremental investment | $3,593.50 | $96.60 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $2,529.60 | $0 |
Average age group | > 35 | N/A |
Key Summary
DAVA | CORE | |
|---|---|---|
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. | CORE.AX was created on 2025-06-04 by Schroder. The fund's investment portfolio concentrates primarily on total market equity. To outperform the MSCI World ex Australia ex Tobacco Index (net dividends reinvested) after fees with low index-relative risk across a broad range of market environments. |
Top 3 holdings | Westpac Banking Corp (10.27 %) National Australia Bank Ltd (10.17 %) ANZ Group Holdings Ltd (8.74 %) | Chunghwa Telecom Co Ltd (4.02 %) Taiwan Mobile Co Ltd (2.72 %) Far EasTone Telecommunications Co Ltd (2.21 %) |
Top 3 industries | Financials (64.43 %) Materials (24.53 %) Communication Services (5.56 %) | Communication Services (68.27 %) Utilities (23.87 %) Industrials (7.87 %) |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.336 % | 0 % |
Key Summary
DAVA | CORE | |
|---|---|---|
Issuer | Dimensional | Schroder |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.336 % | 0 % |
Price | $31.62 | $10.52 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.60 % | 2.81 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 20/09/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DAVA | CORE | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 9 | 0 |
Median incremental investment | $3,593.50 | $96.60 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $2,529.60 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
DAVA | CORE | |
|---|---|---|
Pros |
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Cons |
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DAVA | CORE |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |