Compare AU
Compare DGVA vs. GOAT
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 and ETFs are a popular choice. Two options in the ASX are DGVA and GOAT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 47 |
Median incremental investment | $24,525.75 | $685.44 |
Median investment frequency | Monthly | Monthly |
Median total investment | $24,855.10 | $2,628.24 |
Average age group | < 26 | > 35 |
Key Summary
DGVA | GOAT | |
|---|---|---|
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). | GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 41.83m in AUM and 63 holdings. Each Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. Each Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis. |
Top 3 holdings | Dimensional Global Value Trust - Active ETF (100 %) | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) |
Top 3 industries | Financials (39.75 %) Industrials (29.97 %) Other (27.20 %) | |
Top 3 countries | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) | |
Management fee | 0 % | 0.55 % |
Key Summary
DGVA | GOAT | |
|---|---|---|
Issuer | Dimensional | VanEck |
Tracking index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.55 % |
Price | $25.01 | $27.89 |
Size | N/A | $41.040 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 2.60 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 47 |
Median incremental investment | $24,525.75 | $685.44 |
Median investment frequency | Monthly | Monthly |
Median total investment | $24,855.10 | $2,628.24 |
Average age group | < 26 | > 35 |
Pros and Cons
DGVA | GOAT | |
|---|---|---|
Pros |
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Cons |
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DGVA | GOAT |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |