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Compare DGVA vs. ITEK
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 Nasdaq Top 30 ETF (ITEK). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | ITEK | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 1 |
Median incremental investment | $6,243.50 | $2,500.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,954.60 | $10,489.60 |
Average age group | 26 - 35 | > 35 |
Key Summary
DGVA | ITEK | |
|---|---|---|
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). | ITEK.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with the performance of the equally weighted return of the various indices of the Underlying Funds in which the Fund invests, before fees and expenses |
Top 3 holdings | JPMorgan Chase & Co (3.04 %) Micron Technology Inc (2.79 %) Exxon Mobil Corp (2.25 %) | iShares Nasdaq Top 30 Stocks ETF (99.93 %) |
Top 3 industries | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) | Other (99.97 %) Communication Services (0.00 %) |
Top 3 countries | United States (69.68 %) Japan (6.36 %) United Kingdom of Great Britain and Northern Ireland (4.08 %) | United States (98.65 %) Canada (1.35 %) |
Management fee | 0 % | 0.63 % |
Key Summary
DGVA | ITEK | |
|---|---|---|
Issuer | Dimensional | iShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 0.63 % |
Price | $27.12 | $29.90 |
Size | N/A | $7.970 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.09 % | 0.77 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | ITEK | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 1 |
Median incremental investment | $6,243.50 | $2,500.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,954.60 | $10,489.60 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DGVA | ITEK | |
|---|---|---|
Pros |
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Cons |
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DGVA | ITEK |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |