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Compare DGVA vs. AGVT
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 Betashares Australian Government Bond ETF (AGVT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | AGVT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 28 |
Median incremental investment | $6,243.50 | $1,250.99 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $9,454.50 | $931.73 |
Average age group | > 35 | > 35 |
Key Summary
DGVA | AGVT | |
|---|---|---|
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). | AGVT.AX was created on 2019-07-05 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. AGVT.AX aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of high-quality bonds issued by Australian federal and state governments, and with a component issued by supranationals and sovereign agencies. |
Top 3 holdings | JPMorgan Chase & Co (2.93 %) Exxon Mobil Corp (2.70 %) Amazon.com Inc (2.44 %) | AUSTRALIAN GOVERNMENT 3.5% DEC-34 (4.73 %) AUSTRALIAN GOVERNMENT 2.75% JUN-35 (4.61 %) AUSTRALIAN GOVERNMENT 3.0% NOV-33 (4.37 %) |
Top 3 industries | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) | Other (99.23 %) Communication Services (0.77 %) |
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 | AGVT | |
|---|---|---|
Issuer | Dimensional | BetaShares |
Tracking index | Solactive Australian Government 7 - 12 Year AUD TR Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.22 % |
Price | $28.65 | $40.50 |
Size | N/A | $1.125 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.09 % | 2.32 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 09/07/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | AGVT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 28 |
Median incremental investment | $6,243.50 | $1,250.99 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $9,454.50 | $931.73 |
Average age group | > 35 | > 35 |
Pros and Cons
DGVA | AGVT | |
|---|---|---|
Pros |
| |
Cons |
|
DGVA | AGVT |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |