Back
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, 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 Government Inflation ETF (ILB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | ILB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 11 |
Median incremental investment | $7,234.78 | $1,276.30 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $31,647.36 | $2,021.60 |
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 ETF currently has 931.7m in AUM and 11 holdings. 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 | JPMorgan Chase & Co (3.25 %) Exxon Mobil Corp (2.25 %) Johnson & Johnson (1.63 %) | AUSTRALIA (COMMONWEALTH OF) RegS (18.44 %) AUSTRALIA (COMMONWEALTH OF) RegS (15.67 %) AUSTRALIA (COMMONWEALTH OF) RegS (14.26 %) |
Top 3 industries | Health Care (25.19 %) Financials (23.11 %) Energy (22.01 %) | 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 | $24.88 | $126.35 |
Size | N/A | $945.752 million |
10Y return | N/A | 11.52 % |
Annual distribution yield (5Y) | 2.61 % | 1.16 % |
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 | 11 |
Median incremental investment | $7,234.78 | $1,276.30 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $31,647.36 | $2,021.60 |
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 |
Higher distribution yield | Lower distribution yield |