Compare AU

Compare DGVA vs. ISLM

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

Community Stats

DGVA

ISLM

Popularity

Low

Low

Pearlers invested

1

5

Median incremental investment

$24,525.75

$503.50

Median investment frequency

Monthly

Monthly

Median total investment

$24,855.10

$1,155.31

Average age group

< 26

26 - 35


Key Summary

DGVA

ISLM

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).

ISLM.AX was created on 2020-10-17 by Hejaz . The fund's investment portfolio concentrates primarily on total market equity. To achieve a (total) return at least equal to movements- in the Benchmark over rolling 5 to 7 year timeframe through exposure to a diversified equities portfolio of shariah Compliant investments.

Top 3 holdings

Dimensional Global Value Trust - Active ETF (100 %)

Taiwan Semiconductor Manufacturing Co Ltd ADR (8.38 %)

Pop Mart International Group Ltd Ordinary Shares (7.58 %)

Air Products & Chemicals Inc (5.53 %)

Top 3 industries

Consumer Discretionary (21.57 %)

Materials (19.16 %)

Information Technology (19.15 %)

Top 3 countries

United States (39.31 %)

Australia (26.55 %)

China (10.94 %)

Management fee

0 %

1.89 %


Key Summary

DGVA

ISLM

Issuer

Dimensional

Hejaz

Tracking index

MSCI World Islamic

Asset class

ETF

ETF

Management fee

0 %

1.89 %

Price

$25.01

$1.135

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

- %

- %

Market

ASX

ASX

First listed date

18/08/2024

16/10/2022

Purchase fee

$6.50

$6.50


Community Stats

DGVA

ISLM

Popularity

Low

Low

Pearlers invested

1

5

Median incremental investment

$24,525.75

$503.50

Median investment frequency

Monthly

Monthly

Median total investment

$24,855.10

$1,155.31

Average age group

< 26

26 - 35


Pros and Cons

DGVA

ISLM

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

ISLM

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

Home