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Compare DGVA vs. INIF
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 Intelligent Investor Aus Eq Inc Fund - Active ETF (INIF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | INIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 10 |
Median incremental investment | $6,864.14 | $993.72 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $35,641.44 | $4,075.71 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
DGVA | INIF | |
|---|---|---|
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). | INIF.AX was created on 2018-06-18 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To achieve a total return of 1% above the S&P/ASX Accumulation Index p.a. and have a distribution yield 2% greater that the Intelligent Investor Growth Fund over rolling five year periods. |
Top 3 holdings | JPMorgan Chase & Co (3.41 %) Exxon Mobil Corp (2.02 %) Johnson & Johnson (1.76 %) | BHP Group Ltd (8.03 %) Mineral Resources Ltd (5.92 %) Dalrymple Bay Infrastructure Ltd Stapled (Ordinary Share , Unsecured note) (5.32 %) |
Top 3 industries | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) | Materials (22.37 %) Communication Services (18.23 %) Energy (17.03 %) |
Top 3 countries | United States (69.68 %) Japan (6.36 %) United Kingdom of Great Britain and Northern Ireland (4.08 %) | Australia (86.74 %) New Zealand (7.69 %) United States (5.57 %) |
Management fee | 0 % | 0.97 % |
Key Summary
DGVA | INIF | |
|---|---|---|
Issuer | Dimensional | Intelligent Investor |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 0.97 % |
Price | $28.02 | $3.09 |
Size | N/A | $75.314 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.09 % | 5.63 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 19/06/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | INIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 10 |
Median incremental investment | $6,864.14 | $993.72 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $35,641.44 | $4,075.71 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
DGVA | INIF | |
|---|---|---|
Pros |
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Cons |
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DGVA | INIF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |