Compare AU

Compare DGVA vs. ATOM

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 ATOM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DGVA

ATOM

Popularity

Low

Low

Pearlers invested

1

30

Median incremental investment

$24,525.75

$997.50

Median investment frequency

Monthly

Monthly

Median total investment

$24,705.85

$2,325.60

Average age group

< 26

> 35


Key Summary

DGVA

ATOM

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).

ATOM.AX was created on 2022-12-07 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 41.99m in AUM and 51 holdings. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the Solactive Global Uranium & Nuclear Components Total Return Index

Top 3 holdings

Dimensional Global Value Trust - Active ETF (100 %)

Cameco Corp (26.59 %)

Sprott Physical Uranium Trust Units (8.22 %)

NexGen Energy Ltd (7.43 %)

Top 3 industries

Energy (70.97 %)

Financials (12.39 %)

Other (6.81 %)

Top 3 countries

Canada (47.95 %)

United States (17.46 %)

Australia (11.43 %)

Management fee

0 %

0.69 %


Key Summary

DGVA

ATOM

Issuer

Dimensional

Global X

Tracking index

Solactive Global Uranium & Nuclear Components Index

Asset class

ETF

ETF

Management fee

0 %

0.69 %

Price

$24.83

$16.16

Size

N/A

$46.028 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

- %

0.46 %

Market

ASX

ASX

First listed date

18/08/2024

06/12/2022

Purchase fee

$6.50

$6.50


Community Stats

DGVA

ATOM

Popularity

Low

Low

Pearlers invested

1

30

Median incremental investment

$24,525.75

$997.50

Median investment frequency

Monthly

Monthly

Median total investment

$24,705.85

$2,325.60

Average age group

< 26

> 35


Pros and Cons

DGVA

ATOM

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

  • Higher management fee

DGVA

ATOM

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower distribution yield

Higher distribution yield

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