Compare AU
Compare DGGF vs. MVS
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 BetaShares Ethical Diversified Growth ETF (DGGF) and the Aussie Small-Cap Dividends (MVS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGGF | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 25 | 9 |
Median incremental investment | $990.50 | $830.57 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,619.90 | $919.54 |
Average age group | > 35 | > 35 |
Key Summary
DGGF | MVS | |
|---|---|---|
Strategy | DGGF.AX was created on 2019-12-05 by BetaShares. The fund's investment portfolio concentrates primarily on target risk asset allocation. The Fund will aim to: provide investors with a broadly diversified portfolio consistent with a growth risk-return profile, comprising investments selected according to ethical investment considerations | MVS.AX was created on 2015-05-26 by VanEck. The fund's investment portfolio concentrates primarily on small cap equity. The Fund gives investors exposure to a portfolio that only includes the most liquid small-cap ASX-listed companies that generate revenues in Australia and did not omit their latest dividend payment. |
Top 3 holdings | BETASHARES SUSTAINABILITY LEAD (30.71 %) BETASHARES GLOBAL SUSTAINABILI (30.15 %) BETASHARES AUSTRALIAN SUSTAINA (25.95 %) | Zip Co Ltd (2.44 %) Pinnacle Investment Management Group Ltd (2.29 %) HUB24 Ltd (2.13 %) |
Top 3 industries | Other (99.70 %) Communication Services (0.30 %) | Financials (51.84 %) Materials (19.28 %) Industrials (9.86 %) |
Top 3 countries | United States (49.43 %) Australia (33.86 %) Japan (4.93 %) | Australia (99.99 %) |
Management fee | 0.26 % | 0.49 % |
Key Summary
DGGF | MVS | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | MVIS Australia Small-Cap Dividend Payers Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.49 % |
Price | $29.00 | $19.92 |
Size | $49.953 million | $86.589 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.05 % | 4.91 % |
Market | ASX | ASX |
First listed date | 09/12/2019 | 28/05/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGGF | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 25 | 9 |
Median incremental investment | $990.50 | $830.57 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,619.90 | $919.54 |
Average age group | > 35 | > 35 |
Pros and Cons
DGGF | MVS | |
|---|---|---|
Pros |
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Cons |
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DGGF | MVS |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |