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Compare DGVA vs. AAA

Compare shares and ETFs on the ASX that you can trade on Pearler.

Dimensional Global 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 DGVA and AAA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DGVA

AAA

Popularity

Low

Low

Pearlers invested

1

153

Median incremental investment

$24,525.75

$6,184.71

Median investment frequency

Monthly

Monthly

Median total investment

$24,705.85

$2,007.60

Average age group

< 26

> 35


Key Summary

DGVA

AAA

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).

AAA.AX was created on 2012-03-06 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide exposure to Australian cash, with attractive and regular incomedistributions that exceed the 30 day Bank Bill Swap Rate (after fees and expenses).

Top 3 holdings

Dimensional Global Value Trust - Active ETF (100 %)

AUD - AUSTRALIA DOLLAR (100.00 %)

Top 3 industries

Communication Services (100.00 %)

Top 3 countries

Management fee

0 %

0.18 %


Key Summary

DGVA

AAA

Issuer

Dimensional

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

0 %

0.18 %

Price

$24.83

$50.19

Size

N/A

$3.555 billion

10Y return

N/A

0.08 %

Annual dividend/ distribution yield (5Y)

- %

2.14 %

Market

ASX

ASX

First listed date

18/08/2024

07/03/2012

Purchase fee

$6.50

$6.50


Community Stats

DGVA

AAA

Popularity

Low

Low

Pearlers invested

1

153

Median incremental investment

$24,525.75

$6,184.71

Median investment frequency

Monthly

Monthly

Median total investment

$24,705.85

$2,007.60

Average age group

< 26

> 35


Pros and Cons

DGVA

AAA

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

DGVA

AAA

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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