Compare AU

Compare DGVA vs. IPAY

Compare shares and ETFs on the ASX that you can trade on Pearler.

Dimensional Global Value Trust - Active ETF

ASX

Buy

Buy

Overview
Performance

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 IPAY. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DGVA

IPAY

Popularity

Low

Low

Pearlers invested

1

5

Median incremental investment

$24,525.75

$516.50

Median investment frequency

Monthly

Monthly

Median total investment

$24,855.10

$1,413.00

Average age group

< 26

> 35


Key Summary

DGVA

IPAY

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).

IPAY.AX was created on 2021-12-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. IPAY.AX aims to track the performance of an Index (before fees and expenses) that provides exposure to a

Top 3 holdings

Dimensional Global Value Trust - Active ETF (100 %)

FISERV INC (6.13 %)

AMERICAN EXPRESS CO (6.09 %)

MASTERCARD INC (5.72 %)

Top 3 industries

Financials (80.85 %)

Other (15.00 %)

Information Technology (4.15 %)

Top 3 countries

United States (82.97 %)

Netherlands (4.72 %)

United Kingdom of Great Britain and Northern Ireland (3.47 %)

Management fee

0 %

0.67 %


Key Summary

DGVA

IPAY

Issuer

Dimensional

BetaShares

Tracking index

Nasdaq CTA Global Digital Payments Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0 %

0.67 %

Price

$25.01

$14.13

Size

N/A

$2.998 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

- %

- %

Market

ASX

ASX

First listed date

18/08/2024

14/12/2021

Purchase fee

$6.50

$6.50


Community Stats

DGVA

IPAY

Popularity

Low

Low

Pearlers invested

1

5

Median incremental investment

$24,525.75

$516.50

Median investment frequency

Monthly

Monthly

Median total investment

$24,855.10

$1,413.00

Average age group

< 26

> 35


Pros and Cons

DGVA

IPAY

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher exposure to US market

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

DGVA

IPAY

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

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