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Compare DGVA vs. GGFD
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 Geared Long Us Tr Bond Ch Complex ETF (GGFD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | GGFD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $6,864.14 | $4,993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $35,895.84 | $489.36 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
DGVA | GGFD | |
|---|---|---|
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). | GGFD.AX was created on 2023-12-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. Betashares Geared Long U.S. Treasury Bond Fund Currency Hedged (hedge fund) offers geared exposure to the returns of 10-year US Treasury Bonds, hedged for currency exposure |
Top 3 holdings | JPMorgan Chase & Co (3.41 %) Exxon Mobil Corp (2.02 %) Johnson & Johnson (1.76 %) | US 10YR ULTRA FUT MAR26 (0 %) AUD - AUSTRALIA DOLLAR (99.39 %) USD - UNITED STATES DOLLAR (0.61 %) |
Top 3 industries | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) | |
Top 3 countries | ||
Management fee | 0 % | 0.99 % |
Key Summary
DGVA | GGFD | |
|---|---|---|
Issuer | Dimensional | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 0.99 % |
Price | $28.22 | $20.20 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.09 % | 0.00 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 05/12/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | GGFD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $6,864.14 | $4,993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $35,895.84 | $489.36 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
DGVA | GGFD | |
|---|---|---|
Pros |
| |
Cons |
|
DGVA | GGFD |
|---|---|
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |