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Compare DGVA vs. 5GOV
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 Global Value Trust - Active ETF (DGVA) and the VanEck 5-10 Year Australian Government Bond ETF (5GOV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | 5GOV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 1 |
Median incremental investment | $6,493.50 | $250.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $2,963.40 | $1,875.24 |
Average age group | 26 - 35 | > 35 |
Key Summary
DGVA | 5GOV | |
|---|---|---|
Strategy | DGVA.AX was created on 1999-08-27 by Dimensional. The fund's investment portfolio concentrates primarily on large cap equity. The investment objective of the Trust is to provide long-term capital growth by gaining exposure to a diversified portfolio of large Value Companies associated with approved developed markets (excluding Australia). | 5GOV.AX was created on 2023-09-26 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 90.97m in AUM and 56 holdings. Fund aims to provide an investment return before fees and other costs which tracks the performance of S&P/ASX Government Bond 5-10 Year Index in Australian dollars. |
Top 3 holdings | JPMorgan Chase & Co (3.04 %) Micron Technology Inc (2.79 %) Exxon Mobil Corp (2.25 %) | Australia (Commonwealth of) (6.62 %) Australia (Commonwealth of) (6.13 %) Australia (Commonwealth of) (5.84 %) |
Top 3 industries | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) | |
Top 3 countries | United States (69.68 %) Japan (6.36 %) United Kingdom of Great Britain and Northern Ireland (4.08 %) | |
Management fee | 0 % | 0.22 % |
Key Summary
DGVA | 5GOV | |
|---|---|---|
Issuer | Dimensional | VanEck |
Tracking index | S&P/ASX Government Bond 5-10 Year Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.22 % |
Price | $26.94 | $51.10 |
Size | N/A | $90.597 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.09 % | 1.85 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 27/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | 5GOV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 1 |
Median incremental investment | $6,493.50 | $250.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $2,963.40 | $1,875.24 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DGVA | 5GOV | |
|---|---|---|
Pros |
| |
Cons |
|
DGVA | 5GOV |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |