Back
Compare AU
Compare DAVA vs. LEVR
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 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 | 4 | 2 |
Median incremental investment | $4,993.50 | $3,056.34 |
Median investment frequency | Monthly | Monthly |
Median total investment | $14,811.34 | $2,707.16 |
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 (9.22 %) National Australia Bank Ltd (8.98 %) ANZ Group Holdings Ltd (8.39 %) | 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 | ||
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 | $31.48 | $1.485 |
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 | 4 | 2 |
Median incremental investment | $4,993.50 | $3,056.34 |
Median investment frequency | Monthly | Monthly |
Median total investment | $14,811.34 | $2,707.16 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
DAVA | LEVR | |
|---|---|---|
Pros |
|
|
Cons |
|
|
DAVA | LEVR |
|---|---|
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |