Compare AU
Compare DGVA vs. ILB
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 ILB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | ILB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 8 |
Median incremental investment | $24,525.75 | $1,363.22 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $24,705.85 | $4,260.88 |
Average age group | < 26 | > 35 |
Key Summary
DGVA | ILB | |
|---|---|---|
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). | ILB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The fund aims to provide investors with the performance of the Bloomberg AusBond Inflation Government 0+ Yr Index, before fees and expenses. The index is designed to measure the performance of a segment of the Australian bond market comprised of inflation-linked fixed income securities. |
Top 3 holdings | Dimensional Global Value Trust - Active ETF (100 %) | AUSTRALIA (COMMONWEALTH OF) RegS (17.85 %) AUSTRALIA (COMMONWEALTH OF) RegS (16.44 %) AUSTRALIA (COMMONWEALTH OF) RegS (15.04 %) |
Top 3 industries | Other (99.80 %) Communication Services (0.20 %) | |
Top 3 countries | ||
Management fee | 0 % | 0.18 % |
Key Summary
DGVA | ILB | |
|---|---|---|
Issuer | Dimensional | iShares |
Tracking index | Bloomberg AusBond Inflation Government (0+Y) Index - AUD-Australian Dollar | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.18 % |
Price | $24.83 | $125.32 |
Size | N/A | $871.952 million |
10Y return | N/A | 11.01 % |
Annual dividend/ distribution yield (5Y) | - % | 1.14 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | ILB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 8 |
Median incremental investment | $24,525.75 | $1,363.22 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $24,705.85 | $4,260.88 |
Average age group | < 26 | > 35 |
Pros and Cons
DGVA | ILB | |
|---|---|---|
Pros |
|
|
Cons |
|
|
DGVA | ILB |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |