Compare AU
Compare DAVA vs. IGB
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 IGB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DAVA | IGB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 5 |
Median incremental investment | $2,993.50 | $829.08 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,981.92 | $1,480.65 |
Average age group | > 35 | 26 - 35 |
Key Summary
DAVA | IGB | |
|---|---|---|
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. | IGB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 423.93m in AUM and 30 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury. |
Top 3 holdings | Dimensional Australian Value Trust - Active ETF (100 %) | AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | |
Top 3 countries | ||
Management fee | 0.336 % | 0.26 % |
Key Summary
DAVA | IGB | |
|---|---|---|
Issuer | Dimensional | iShares |
Tracking index | Bloomberg AusBond Treasury (0+Y) | |
Asset class | ETF | ETF |
Management fee | 0.336 % | 0.26 % |
Price | $27.44 | $98.71 |
Size | N/A | $422.785 million |
10Y return | N/A | -6.54 % |
Annual dividend/ distribution yield (5Y) | 0.87 % | 1.82 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DAVA | IGB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 5 |
Median incremental investment | $2,993.50 | $829.08 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,981.92 | $1,480.65 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
DAVA | IGB | |
|---|---|---|
Pros |
|
|
Cons |
|
|
DAVA | IGB |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |