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Compare AU

Compare DAVA vs. LEVR

Compare shares and ETFs on the ASX that you can trade on Pearler.

Dimensional Australian Value Trust - Active ETF

ASX

Buy

Buy

Overview
Performance

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 First Sentier Geared Australian Share Complex ETF (LEVR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

DAVA

LEVR

Popularity

Low

Low

Pearlers invested

8

2

Median incremental investment

$3,296.75

$3,056.34

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,366.87

$2,625.12

Average age group

26 - 35

26 - 35

Key Summary

DAVA

LEVR

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.

LEVR.AX was created on 2023-09-25 by First Sentier. The fund's investment portfolio concentrates primarily on large cap equity. To magnify long-term returns from capital growth by borrowing to invest in large Australian companies. The Fund aims to outperform the S&P/ASX 100 Accumulation Index over rolling seven-year periods before fees and taxes.

Top 3 holdings

Westpac Banking Corp (9.35 %)

National Australia Bank Ltd (9.14 %)

ANZ Group Holdings Ltd (8.70 %)

Commonwealth Bank of Australia (10.51 %)

BHP Group Ltd (10.35 %)

National Australia Bank Ltd (8.02 %)

Top 3 industries

Financials (64.43 %)

Materials (24.53 %)

Communication Services (5.56 %)

Financials (44.89 %)

Materials (16.30 %)

Health Care (11.85 %)

Top 3 countries

Australia (100.00 %)

Australia (94.34 %)

United States (5.66 %)

Management fee

0.336 %

0 %

Key Summary

DAVA

LEVR

Issuer

Dimensional

First Sentier

Tracking index

Asset class

ETF

ETF

Management fee

0.336 %

0 %

Price

$31.77

$1.44

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.42 %

2.74 %

Market

ASX

ASX

First listed date

18/08/2024

14/05/2025

Purchase fee

$6.50

$6.50

Community Stats

DAVA

LEVR

Popularity

Low

Low

Pearlers invested

8

2

Median incremental investment

$3,296.75

$3,056.34

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,366.87

$2,625.12

Average age group

26 - 35

26 - 35

Pros and Cons

DAVA

LEVR

Pros

  • Higher exposure to AU market

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower exposure to AU market

  • Lower distribution yield

DAVA

LEVR

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield