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Compare DAVA vs. GEAR
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 Geared Australian Equities Complex ETF (GEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DAVA | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 307 |
Median incremental investment | $6,493.50 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $17,053.05 | $2,340.56 |
Average age group | > 35 | 26 - 35 |
Key Summary
DAVA | GEAR | |
|---|---|---|
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. | GEAR.AX was created on 2014-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 563.25m in AUM and 201 holdings. The Fund aims to provide investors with geared exposure to a diversified portfolio of Australian shares as simply as buying any share on the ASX. As the fund is internally geared, investors do not need to take out margin loans and do not have the possibility of margin calls in relation to their investment in the Fund. |
Top 3 holdings | Westpac Banking Corp (10.10 %) National Australia Bank Ltd (9.11 %) ANZ Group Holdings Ltd (8.47 %) | BHP GROUP LTD (24.73 %) COMMONWEALTH BANK OF AUSTRALIA (23.38 %) WESTPAC BANKING CORP (10.20 %) |
Top 3 industries | Financials (64.43 %) Materials (24.53 %) Communication Services (5.56 %) | Other (36.19 %) Financials (21.66 %) Materials (11.94 %) |
Top 3 countries | Australia (100.00 %) | Australia (95.42 %) United States (3.04 %) New Zealand (0.60 %) |
Management fee | 0.336 % | 0.8 % |
Key Summary
DAVA | GEAR | |
|---|---|---|
Issuer | Dimensional | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.336 % | 0.8 % |
Price | $31.33 | $34.47 |
Size | N/A | $560.072 million |
10Y return | N/A | 84.63 % |
Annual distribution yield (5Y) | 4.60 % | 5.62 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DAVA | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 307 |
Median incremental investment | $6,493.50 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $17,053.05 | $2,340.56 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
DAVA | GEAR | |
|---|---|---|
Pros |
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Cons |
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DAVA | GEAR |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |