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Compare DGVA vs. BBOZ
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 Aus Equities Strong Bear Complex ETF (BBOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 12 |
Median incremental investment | $5,993.50 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $18,504.98 | $2,822.59 |
Average age group | 26 - 35 | > 35 |
Key Summary
DGVA | BBOZ | |
|---|---|---|
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). | BBOZ.AX was created on 2015-04-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to help investors profit from, or protect against, a declining Australian share market. It seeks to generate magnified returns that are negatively correlated to the returns of the Australian share market (as measured by the S&P/ASX 200 Index) |
Top 3 holdings | JPMorgan Chase & Co (3.60 %) Exxon Mobil Corp (2.06 %) Johnson & Johnson (1.66 %) | SPI 200 FUTURES DEC25 (0 %) AUD - AUSTRALIA DOLLAR (85.99 %) BETASHARES AUSTRALIAN CASH PLUS FUND (14.01 %) |
Top 3 industries | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) | Other (68.91 %) Communication Services (31.09 %) |
Top 3 countries | ||
Management fee | 0 % | 1.38 % |
Key Summary
DGVA | BBOZ | |
|---|---|---|
Issuer | Dimensional | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 1.38 % |
Price | $26.78 | $23.62 |
Size | N/A | $216.003 million |
10Y return | N/A | -11.14 % |
Annual distribution yield (5Y) | 2.61 % | 0.89 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 20/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 12 |
Median incremental investment | $5,993.50 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $18,504.98 | $2,822.59 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DGVA | BBOZ | |
|---|---|---|
Pros |
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Cons |
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DGVA | BBOZ |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |