Back
Compare AU
Compare DGVA vs. EX20
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 Australian Ex-20 Portfolio Diversifier ETF (EX20). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 37 |
Median incremental investment | $6,243.50 | $1,993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $9,398.40 | $5,150.40 |
Average age group | > 35 | > 35 |
Key Summary
DGVA | EX20 | |
|---|---|---|
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). | EX20.AX was created on 2016-10-05 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 652.76m in AUM and 180 holdings. EX20.AX aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation. |
Top 3 holdings | JPMorgan Chase & Co (2.93 %) Exxon Mobil Corp (2.70 %) Amazon.com Inc (2.44 %) | NORTHERN STAR RESOURCES LTD (3.16 %) EVOLUTION MINING LTD (2.72 %) ORIGIN ENERGY LTD (2.12 %) |
Top 3 industries | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) | Materials (19.11 %) Financials (14.85 %) Real Estate (11.08 %) |
Top 3 countries | United States (69.68 %) Japan (6.36 %) United Kingdom of Great Britain and Northern Ireland (4.08 %) | Australia (89.03 %) United States (7.23 %) New Zealand (1.43 %) |
Management fee | 0 % | 0.0025 % |
Key Summary
DGVA | EX20 | |
|---|---|---|
Issuer | Dimensional | BetaShares |
Tracking index | Nasdaq Australia Completion Cap Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.0025 % |
Price | $28.48 | $22.20 |
Size | N/A | $650.747 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.09 % | 3.01 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 07/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 37 |
Median incremental investment | $6,243.50 | $1,993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $9,398.40 | $5,150.40 |
Average age group | > 35 | > 35 |
Pros and Cons
DGVA | EX20 | |
|---|---|---|
Pros |
|
|
Cons |
|
|
DGVA | EX20 |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |