Compare AU
Compare DGVA vs. AYLD
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 AYLD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | AYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 10 |
Median incremental investment | $24,525.75 | $1,065.75 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $24,705.85 | $1,875.88 |
Average age group | < 26 | > 35 |
Key Summary
DGVA | AYLD | |
|---|---|---|
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). | AYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 52.54m in AUM and 202 holdings. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P/ASX BuyWrite Index |
Top 3 holdings | Dimensional Global Value Trust - Active ETF (100 %) | Commonwealth Bank of Australia (10.84 %) BHP Group Ltd (8.72 %) CSL Ltd (5.60 %) |
Top 3 industries | Financials (56.04 %) Materials (16.72 %) Health Care (11.14 %) | |
Top 3 countries | Australia (94.85 %) United States (3.09 %) New Zealand (1.58 %) | |
Management fee | 0 % | 0.6 % |
Key Summary
DGVA | AYLD | |
|---|---|---|
Issuer | Dimensional | Global X |
Tracking index | S&P/ASX 200 Index | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.6 % |
Price | $24.83 | $10.75 |
Size | N/A | $55.617 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 3.17 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | AYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 10 |
Median incremental investment | $24,525.75 | $1,065.75 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $24,705.85 | $1,875.88 |
Average age group | < 26 | > 35 |
Pros and Cons
DGVA | AYLD | |
|---|---|---|
Pros |
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Cons |
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DGVA | AYLD |
|---|---|
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 |