Compare AU
Compare DAVA vs. VGS
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 VGS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DAVA | VGS | |
---|---|---|
Popularity | Low | High |
Pearlers invested | 1 | 14,757 |
Median incremental investment | $2,993.50 | $1,060.13 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,992.82 | $3,580.98 |
Average age group | > 35 | 26 - 35 |
Key Summary
DAVA | VGS | |
---|---|---|
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. | Vanguard MSCI Index International Shares ETF (ASX: VGS) seeks to track the performance of the MSCI World ex-Australia index before account fees, expenses and taxes. The index tracks the large and mid-cap stocks from 22 developed markets including the US, UK, Japan, Canada, France, Germany and Israel. |
Top 3 holdings | Dimensional Australian Value Trust - Active ETF (100 %) | Apple Inc. (5.40 %) Microsoft Corp. (4.13 %) Amazon.com Inc. (2.15 %) |
Top 3 industries | Information Technology (22.51 %) Financials (13.70 %) Health Care (12.53 %) | |
Top 3 countries | United States (72.93 %) Japan (5.73 %) United Kingdom of Great Britain and Northern Ireland (3.77 %) | |
Management fee | 0.336 % | 0.18 % |
Key Summary
DAVA | VGS | |
---|---|---|
Issuer | Dimensional | Vanguard |
Tracking index | MSCI WorldexAustralia Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.336 % | 0.18 % |
Price | $27.49 | $137.73 |
Size | N/A | N/A |
10Y return | N/A | 134.43 % |
Annual dividend/βdistribution yield (5Y) | 0.87 % | 2.46 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 20/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DAVA | VGS | |
---|---|---|
Popularity | Low | High |
Pearlers invested | 1 | 14,757 |
Median incremental investment | $2,993.50 | $1,060.13 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,992.82 | $3,580.98 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
DAVA | VGS | |
---|---|---|
Pros |
| |
Cons |
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DAVA | VGS |
---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |