Compare AU

Compare DAVA vs. WCMQ

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

Community Stats

DAVA

WCMQ

Popularity

N/A

Low

Pearlers invested

0

1

Median incremental investment

$0

$1,006.22

Median investment frequency

N/A

Monthly

Median total investment

$0

$1,418.39

Average age group

N/A

> 35


Key Summary

DAVA

WCMQ

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.

WCMQ.AX was created on 2018-09-03 by WCM. The fund's investment portfolio concentrates primarily on total market equity. To exceed the benchmark MSCI All Country World Index ex-Australia before taxes and fees over rolling three-year time periods, and to experience lower volatility than the benchmark.

Top 3 holdings

Dimensional Australian Value Trust - Active ETF (100 %)

AppLovin Corp Ordinary Shares - Class A (6.22 %)

GE Aerospace (4.72 %)

Amazon.com Inc (4.70 %)

Top 3 industries

Information Technology (31.52 %)

Other (17.50 %)

Health Care (17.32 %)

Top 3 countries

United States (71.21 %)

Canada (4.84 %)

Denmark (4.43 %)

Management fee

0.336 %

1.25 %


Key Summary

DAVA

WCMQ

Issuer

Dimensional

WCM

Tracking index

Asset class

ETF

ETF

Management fee

0.336 %

1.25 %

Price

$26.87

$10.59

Size

N/A

$391.994 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

0.36 %

3.86 %

Market

ASX

ASX

First listed date

18/08/2024

03/09/2018

Purchase fee

$6.50

$6.50


Community Stats

DAVA

WCMQ

Popularity

N/A

Low

Pearlers invested

0

1

Median incremental investment

$0

$1,006.22

Median investment frequency

N/A

Monthly

Median total investment

$0

$1,418.39

Average age group

N/A

> 35


Pros and Cons

DAVA

WCMQ

Pros

  • Lower management fee

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

DAVA

WCMQ

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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