Compare AU
Compare DGVA vs. IHD
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 IHD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 27 |
Median incremental investment | $24,525.75 | $644.56 |
Median investment frequency | Monthly | Monthly |
Median total investment | $24,705.85 | $1,334.92 |
Average age group | < 26 | > 35 |
Key Summary
DGVA | IHD | |
|---|---|---|
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). | IHD.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 305.98m in AUM and 51 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations |
Top 3 holdings | Dimensional Global Value Trust - Active ETF (100 %) | RIO TINTO LTD (9.87 %) FORTESCUE LTD (8.72 %) WESTPAC BANKING CORPORATION CORP (8.18 %) |
Top 3 industries | Financials (42.51 %) Materials (22.84 %) Industrials (13.44 %) | |
Top 3 countries | Australia (99.25 %) New Zealand (0.75 %) | |
Management fee | 0 % | 0.23 % |
Key Summary
DGVA | IHD | |
|---|---|---|
Issuer | Dimensional | iShares |
Tracking index | S&P/ASX Dividend Opportunities Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.23 % |
Price | $24.83 | $14.51 |
Size | N/A | $313.421 million |
10Y return | N/A | 3.05 % |
Annual dividend/ distribution yield (5Y) | - % | 7.42 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 27 |
Median incremental investment | $24,525.75 | $644.56 |
Median investment frequency | Monthly | Monthly |
Median total investment | $24,705.85 | $1,334.92 |
Average age group | < 26 | > 35 |
Pros and Cons
DGVA | IHD | |
|---|---|---|
Pros |
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Cons |
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DGVA | IHD |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |