Compare AU

Compare DAVA vs. MTUM

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, shares are a popular choice. Two options in the ASX are DAVA and MTUM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DAVA

MTUM

Popularity

N/A

Low

Pearlers invested

0

2

Median incremental investment

$0

$504.00

Median investment frequency

N/A

Quarterly

Median total investment

$0

$579.21

Average age group

N/A

26 - 35


Key Summary

DAVA

MTUM

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.

N/A

Top 3 holdings

Dimensional Australian Value Trust - Active ETF (100 %)

BetaShares Australian Momentum ETF (100 %)

Top 3 industries

Top 3 countries

Management fee

0.336 %

0 %


Key Summary

DAVA

MTUM

Issuer

Dimensional

Tracking index

Asset class

ETF

Stock

Management fee

0.336 %

0 %

Price

$26.87

$26.94

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

0.36 %

- %

Market

ASX

ASX

First listed date

18/08/2024

23/07/2024

Purchase fee

$6.50

$6.50


Community Stats

DAVA

MTUM

Popularity

N/A

Low

Pearlers invested

0

2

Median incremental investment

$0

$504.00

Median investment frequency

N/A

Quarterly

Median total investment

$0

$579.21

Average age group

N/A

26 - 35


Pros and Cons

DAVA

MTUM

Pros

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

DAVA

MTUM

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher dividend/distribution yield

Lower dividend/distribution yield

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