Compare AU

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, shares are a popular choice. Two options in the ASX are DGVA and FLOT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DGVA

FLOT

Popularity

Low

Low

Pearlers invested

1

5

Median incremental investment

$15,880.27

$2,124.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$31,545.60

$14,727.72

Average age group

< 26

> 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 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

Dimensional Global Value Trust - Active ETF (100 %)

VanEck Australian Floating Rate ETF (100 %)

Top 3 industries

Top 3 countries

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

$24.80

$24.92

Size

N/A

$762.823 million

10Y return

N/A

N/A

Annual dividend yield (5Y)

0.16 %

2.79 %

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

1

5

Median incremental investment

$15,880.27

$2,124.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$31,545.60

$14,727.72

Average age group

< 26

> 35


Pros and Cons

DGVA

FLOT

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

DGVA

FLOT

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield