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Compare DGVA vs. DACE
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 Dimensional Australian Core Equity Trust - Active ETF (DACE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | DACE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 23 |
Median incremental investment | $8,114.14 | $2,526.75 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,158.05 | $12,363.00 |
Average age group | > 35 | > 35 |
Key Summary
DGVA | DACE | |
|---|---|---|
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). | DACE.AX was created on 2006-07-03 by Dimensional. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of securities listed in Australia with increased emphasis on higher expected return securities relative to a Market Capitalisation Weighted portfolio |
Top 3 holdings | Micron Technology Inc (6.89 %) Amazon.com Inc (3.14 %) JPMorgan Chase & Co (2.89 %) | BHP Group Ltd (10.79 %) Commonwealth Bank of Australia (4.29 %) Westpac Banking Corp (2.99 %) |
Top 3 industries | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) | Financials (40.36 %) Materials (26.23 %) Consumer Discretionary (7.34 %) |
Top 3 countries | United States (69.68 %) Japan (6.36 %) United Kingdom of Great Britain and Northern Ireland (4.08 %) | Australia (99.58 %) United States (0.39 %) New Zealand (0.02 %) |
Management fee | 0 % | 0.28 % |
Key Summary
DGVA | DACE | |
|---|---|---|
Issuer | Dimensional | Dimensional |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.28 % |
Price | $30.57 | $19.50 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.25 % | 2.68 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 12/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | DACE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 23 |
Median incremental investment | $8,114.14 | $2,526.75 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,158.05 | $12,363.00 |
Average age group | > 35 | > 35 |
Pros and Cons
DGVA | DACE | |
|---|---|---|
Pros |
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Cons |
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DGVA | DACE |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |