Compare AU
Compare DGVA vs. BEAR
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 BEAR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $24,525.75 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $24,884.95 | $2,255.52 |
Average age group | < 26 | 26 - 35 |
Key Summary
DGVA | BEAR | |
|---|---|---|
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). | BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises). |
Top 3 holdings | Dimensional Global Value Trust - Active ETF (100 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | |
Top 3 countries | ||
Management fee | 0 % | 1.38 % |
Key Summary
DGVA | BEAR | |
|---|---|---|
Issuer | Dimensional | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 1.38 % |
Price | $25.02 | $7.63 |
Size | N/A | $42.599 million |
10Y return | N/A | -58.80 % |
Annual dividend/ distribution yield (5Y) | - % | 0.28 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $24,525.75 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $24,884.95 | $2,255.52 |
Average age group | < 26 | 26 - 35 |
Pros and Cons
DGVA | BEAR | |
|---|---|---|
Pros |
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Cons |
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DGVA | BEAR |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |