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Compare DGVA vs. CETF

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

Community Stats

DGVA

CETF

Popularity

Low

Low

Pearlers invested

1

30

Median incremental investment

$24,525.75

$956.32

Median investment frequency

Monthly

Monthly

Median total investment

$24,705.85

$1,316.98

Average age group

< 26

> 35


Key Summary

DGVA

CETF

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).

CETF.AX was created on 2015-06-26 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund seeks to provide investors with access to a portfolio of the 50 largest companies in the mainland Chinese market.

Top 3 holdings

Dimensional Global Value Trust - Active ETF (100 %)

Kweichow Moutai Co Ltd Class A (11.64 %)

Contemporary Amperex Technology Co Ltd Class A (7.23 %)

China Merchants Bank Co Ltd Class A (4.76 %)

Top 3 industries

Financials (35.50 %)

Consumer Staples (33.17 %)

Industrials (15.44 %)

Top 3 countries

China (100.00 %)

Management fee

0 %

0.6 %


Key Summary

DGVA

CETF

Issuer

Dimensional

VanEck

Tracking index

FTSE China A50 Index - CNY

Asset class

ETF

ETF

Management fee

0 %

0.6 %

Price

$24.83

$57.26

Size

N/A

$34.649 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

- %

2.02 %

Market

ASX

ASX

First listed date

18/08/2024

26/06/2015

Purchase fee

$6.50

$6.50


Community Stats

DGVA

CETF

Popularity

Low

Low

Pearlers invested

1

30

Median incremental investment

$24,525.75

$956.32

Median investment frequency

Monthly

Monthly

Median total investment

$24,705.85

$1,316.98

Average age group

< 26

> 35


Pros and Cons

DGVA

CETF

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

DGVA

CETF

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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