Compare AU
Compare DAVA vs. IUSG
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 IUSG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DAVA | IUSG | |
---|---|---|
Popularity | N/A | N/A |
Pearlers invested | 0 | 0 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | N/A |
Median total investment | $0 | $0 |
Average age group | N/A | N/A |
Key Summary
DAVA | IUSG | |
---|---|---|
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. | IUSG.AX was created on 2023-09-19 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of the ICE U.S. Treasury Core Bond AUD Hedged Index |
Top 3 holdings | Dimensional Australian Value Trust - Active ETF (100 %) | iShares $ Treasury Bond ETF AUD H Dist (100.00 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.336 % | 0.26 % |
Key Summary
DAVA | IUSG | |
---|---|---|
Issuer | Dimensional | iShares |
Tracking index | ICE U.S. Treasury Core Bond Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.336 % | 0.26 % |
Price | $27.39 | $101.59 |
Size | N/A | $6.532 million |
10Y return | N/A | N/A |
Annual dividend/βdistribution yield (5Y) | 0.36 % | 0.67 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 21/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DAVA | IUSG | |
---|---|---|
Popularity | N/A | N/A |
Pearlers invested | 0 | 0 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | N/A |
Median total investment | $0 | $0 |
Average age group | N/A | N/A |
Pros and Cons
DAVA | IUSG | |
---|---|---|
Pros |
| |
Cons |
|
DAVA | IUSG |
---|---|
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |