Compare AU
Compare DAVA vs. HJZP
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 DAVA and HJZP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DAVA | HJZP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 8 |
Median incremental investment | $2,993.50 | $793.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,462.90 | $1,609.88 |
Average age group | > 35 | 26 - 35 |
Key Summary
DAVA | HJZP | |
|---|---|---|
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. | HJZP.AX was created on 2022-10-17 by M&G . The fund's investment portfolio concentrates primarily on real estate equity. The Funds investment approach is to research, screen, and then select quality investments, across Australian and international Real Estate Investment Trusts (REITS). |
Top 3 holdings | Dimensional Australian Value Trust - Active ETF (100 %) | Digital Realty Trust Inc (25.59 %) American Homes 4 Rent Class A (10.59 %) Public Storage (10.02 %) |
Top 3 industries | Real Estate (100.00 %) Other (16.15 %) | |
Top 3 countries | United States (61.96 %) Australia (23.42 %) Mexico (8.16 %) | |
Management fee | 0.336 % | 1.5 % |
Key Summary
DAVA | HJZP | |
|---|---|---|
Issuer | Dimensional | M&G |
Tracking index | MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.336 % | 1.5 % |
Price | $27.16 | $0.795 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.87 % | 0.16 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 16/10/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DAVA | HJZP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 8 |
Median incremental investment | $2,993.50 | $793.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,462.90 | $1,609.88 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
DAVA | HJZP | |
|---|---|---|
Pros |
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Cons |
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DAVA | HJZP |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |