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Compare DGVA vs. FLOT
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 VanEck Australian Floating Rate ETF (FLOT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | FLOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 11 |
Median incremental investment | $6,243.50 | $2,114.18 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $6,045.80 | $2,269.54 |
Average age group | 26 - 35 | > 35 |
Key Summary
DGVA | FLOT | |
|---|---|---|
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). | FLOT.AX was created on 2017-07-05 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 1128.81m in AUM and 232 holdings. The VanEck Australian Floating Rate ETF invests in a diversified portfolio of Australian dollar denominated floating rate bonds with the aim of providing investment returns (before management costs) that closely track the returns of the Bloomberg AusBond Credit FRN 0+ Yr Index. |
Top 3 holdings | JPMorgan Chase & Co (2.84 %) Micron Technology Inc (2.64 %) Exxon Mobil Corp (2.31 %) | Westpac Banking Corp. (2.02 %) VanEck Cash Plus Active ETF (1.77 %) National Australia Bank Ltd. (1.73 %) |
Top 3 industries | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) | |
Top 3 countries | United States (69.68 %) Japan (6.36 %) United Kingdom of Great Britain and Northern Ireland (4.08 %) | |
Management fee | 0 % | 0.22 % |
Key Summary
DGVA | FLOT | |
|---|---|---|
Issuer | Dimensional | VanEck |
Tracking index | Bloomberg AusBond Credit FRN 0+ Yr Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.22 % |
Price | $27.98 | $24.92 |
Size | N/A | $1.136 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.09 % | 2.71 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 07/07/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | FLOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 11 |
Median incremental investment | $6,243.50 | $2,114.18 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $6,045.80 | $2,269.54 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DGVA | FLOT | |
|---|---|---|
Pros |
| |
Cons |
|
DGVA | FLOT |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |