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Compare DGVA vs. HYGG

Compare shares and ETFs on the ASX that you can trade on Pearler.

Dimensional Global Value Trust - Active ETF

ASX

Buy

Buy

Overview
Performance

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 HYGG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DGVA

HYGG

Popularity

Low

Low

Pearlers invested

1

50

Median incremental investment

$24,525.75

$1,004.25

Median investment frequency

Monthly

Monthly

Median total investment

$24,705.85

$7,079.52

Average age group

< 26

> 35


Key Summary

DGVA

HYGG

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).

HYGG.AX was created on 2014-06-01 by Hyperion. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to achieve long-term returns above the benchmark, and minimise the risk of permanent capital loss

Top 3 holdings

Dimensional Global Value Trust - Active ETF (100 %)

Tesla Inc (12.60 %)

ServiceNow Inc (9.55 %)

Amazon.com Inc (8.96 %)

Top 3 industries

Information Technology (36.95 %)

Consumer Discretionary (28.04 %)

Communication Services (15.30 %)

Top 3 countries

United States (87.99 %)

Netherlands (6.45 %)

France (5.56 %)

Management fee

0 %

0.7 %


Key Summary

DGVA

HYGG

Issuer

Dimensional

Hyperion

Tracking index

MSCI World Index

Asset class

ETF

ETF

Management fee

0 %

0.7 %

Price

$24.83

$6.86

Size

N/A

N/A

10Y return

N/A

539.51 %

Annual dividend/ distribution yield (5Y)

- %

- %

Market

ASX

ASX

First listed date

18/08/2024

21/03/2021

Purchase fee

$6.50

$6.50


Community Stats

DGVA

HYGG

Popularity

Low

Low

Pearlers invested

1

50

Median incremental investment

$24,525.75

$1,004.25

Median investment frequency

Monthly

Monthly

Median total investment

$24,705.85

$7,079.52

Average age group

< 26

> 35


Pros and Cons

DGVA

HYGG

Pros

  • Lower management fee

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to US market

  • Lower price growth

  • Higher management fee

DGVA

HYGG

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

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