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Compare DAVA vs. QUS
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 Betashares S&P 500 Equal Weight ETF (QUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DAVA | QUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 80 |
Median incremental investment | $4,993.50 | $1,053.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $14,811.34 | $6,777.00 |
Average age group | 26 - 35 | > 35 |
Key Summary
DAVA | QUS | |
|---|---|---|
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. | QUS.AX was created on 2014-12-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. QUS.AX aims to track the performance of the S&P 500 Equal Weight Index (before fees and expenses). The Index provides exposure to 500 leading listed U.S. companies, with each holding in the index weighted equally. |
Top 3 holdings | Westpac Banking Corp (9.35 %) National Australia Bank Ltd (9.14 %) ANZ Group Holdings Ltd (8.70 %) | WESTERN DIGITAL CORP (0.29 %) ARISTA NETWORKS INC (0.28 %) INVESCO LTD (0.28 %) |
Top 3 industries | Financials (64.43 %) Materials (24.53 %) Communication Services (5.56 %) | Industrials (15.79 %) Financials (14.65 %) Information Technology (13.66 %) |
Top 3 countries | Australia (100.00 %) | United States (98.80 %) Switzerland (0.41 %) Ireland (0.21 %) |
Management fee | 0.336 % | 0.29 % |
Key Summary
DAVA | QUS | |
|---|---|---|
Issuer | Dimensional | BetaShares |
Tracking index | S&P 500 Equal Weighted | |
Asset class | ETF | ETF |
Management fee | 0.336 % | 0.29 % |
Price | $31.48 | $54.00 |
Size | N/A | $970.576 million |
10Y return | N/A | 105.48 % |
Annual distribution yield (5Y) | 4.42 % | 3.59 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 19/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DAVA | QUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 80 |
Median incremental investment | $4,993.50 | $1,053.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $14,811.34 | $6,777.00 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DAVA | QUS | |
|---|---|---|
Pros |
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Cons |
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DAVA | QUS |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |