Compare AU
Compare DAVA vs. LSGE
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 LSGE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DAVA | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $2,993.50 | $642.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,461.63 | $929.64 |
Average age group | > 35 | 26 - 35 |
Key Summary
DAVA | LSGE | |
|---|---|---|
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. | LSGE.AX was created on 2021-10-01 by Loomis Sayles. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 50.28m in AUM and 46 holdings. To provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the Funds benchmark over a full market cycle. |
Top 3 holdings | Dimensional Australian Value Trust - Active ETF (100 %) | MercadoLibre Inc (7.43 %) Meta Platforms Inc Class A (6.87 %) Netflix Inc (6.21 %) |
Top 3 industries | Communication Services (34.49 %) Consumer Discretionary (33.34 %) Information Technology (24.17 %) | |
Top 3 countries | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) | |
Management fee | 0.336 % | 0.99 % |
Key Summary
DAVA | LSGE | |
|---|---|---|
Issuer | Dimensional | Loomis Sayles |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.336 % | 0.99 % |
Price | $27.16 | $3.73 |
Size | N/A | $50.175 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.87 % | 0.71 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DAVA | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $2,993.50 | $642.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,461.63 | $929.64 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
DAVA | LSGE | |
|---|---|---|
Pros |
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Cons |
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DAVA | LSGE |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |