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Compare DGVA vs. IHWL
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 iShares Core MSCI World Ex Aus Esg (Aud Hed) ETF (IHWL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | IHWL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 54 |
Median incremental investment | $6,864.14 | $1,704.32 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $35,717.76 | $6,125.00 |
Average age group | 26 - 35 | > 35 |
Key Summary
DGVA | IHWL | |
|---|---|---|
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). | IHWL.AX was created on 2016-04-22 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI World Investable Market AUD Hedged Index, before fees and expenses. The index is designed to measure the AUD hedged performance of global, developed market large-, mid- and small-capitalisation companies. |
Top 3 holdings | JPMorgan Chase & Co (3.41 %) Exxon Mobil Corp (2.02 %) Johnson & Johnson (1.76 %) | NVIDIA CORP (10.94 %) MICROSOFT CORP (9.12 %) ALPHABET INC CLASS A (2.98 %) |
Top 3 industries | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) | Information Technology (31.54 %) Financials (15.76 %) Industrials (10.78 %) |
Top 3 countries | United States (74.50 %) Japan (6.43 %) United Kingdom of Great Britain and Northern Ireland (3.39 %) | |
Management fee | 0 % | 0.12 % |
Key Summary
DGVA | IHWL | |
|---|---|---|
Issuer | Dimensional | iShares |
Tracking index | MSCI World IMI 100% Hedged to AUD Net Variant | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.12 % |
Price | $28.02 | $62.80 |
Size | N/A | $935.155 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.09 % | 4.03 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 28/04/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | IHWL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 54 |
Median incremental investment | $6,864.14 | $1,704.32 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $35,717.76 | $6,125.00 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DGVA | IHWL | |
|---|---|---|
Pros |
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Cons |
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DGVA | IHWL |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |