Compare AU

Compare DGVA vs. DGGF

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

Community Stats

DGVA

DGGF

Popularity

Low

Low

Pearlers invested

1

25

Median incremental investment

$24,525.75

$990.50

Median investment frequency

Monthly

Monthly

Median total investment

$24,884.95

$2,610.00

Average age group

< 26

> 35


Key Summary

DGVA

DGGF

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).

DGGF.AX was created on 2019-12-05 by BetaShares. The fund's investment portfolio concentrates primarily on target risk asset allocation. The Fund will aim to: provide investors with a broadly diversified portfolio consistent with a growth risk-return profile, comprising investments selected according to ethical investment considerations

Top 3 holdings

Dimensional Global Value Trust - Active ETF (100 %)

BETASHARES SUSTAINABILITY LEAD (30.71 %)

BETASHARES GLOBAL SUSTAINABILI (30.15 %)

BETASHARES AUSTRALIAN SUSTAINA (25.95 %)

Top 3 industries

Other (99.70 %)

Communication Services (0.30 %)

Top 3 countries

United States (49.43 %)

Australia (33.86 %)

Japan (4.93 %)

Management fee

0 %

0.26 %


Key Summary

DGVA

DGGF

Issuer

Dimensional

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

0 %

0.26 %

Price

$25.01

$29.00

Size

N/A

$49.953 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

- %

4.05 %

Market

ASX

ASX

First listed date

18/08/2024

09/12/2019

Purchase fee

$6.50

$6.50


Community Stats

DGVA

DGGF

Popularity

Low

Low

Pearlers invested

1

25

Median incremental investment

$24,525.75

$990.50

Median investment frequency

Monthly

Monthly

Median total investment

$24,884.95

$2,610.00

Average age group

< 26

> 35


Pros and Cons

DGVA

DGGF

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

DGVA

DGGF

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 price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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