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Compare DGVA vs. IZZ

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

Community Stats

DGVA

IZZ

Popularity

Low

Low

Pearlers invested

1

32

Median incremental investment

$24,525.75

$2,600.00

Median investment frequency

Monthly

Monthly

Median total investment

$24,855.10

$4,095.36

Average age group

< 26

> 35


Key Summary

DGVA

IZZ

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).

IZZ.AX was created on 2004-10-05 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 376.32m in AUM and 50 holdings. The fund aims to provide investors with the performance of the FTSE China 50 Index, before fees and expenses. The index is designed to measure the performance of 50 of the largest and most liquid Chinese companies which trade on the Hong Kong Stock Exchange

Top 3 holdings

Dimensional Global Value Trust - Active ETF (100 %)

MEITUAN (10.47 %)

ALIBABA GROUP HOLDING LTD (8.86 %)

TENCENT HOLDINGS LTD (8.29 %)

Top 3 industries

Other (58.33 %)

Consumer Discretionary (21.66 %)

Communication Services (10.44 %)

Top 3 countries

China (100.00 %)

Management fee

0 %

0.74 %


Key Summary

DGVA

IZZ

Issuer

Dimensional

iShares

Tracking index

FTSE China 50 Net Tax USD Index

Asset class

ETF

ETF

Management fee

0 %

0.74 %

Price

$25.01

$49.71

Size

N/A

$338.261 million

10Y return

N/A

3.35 %

Annual dividend/ distribution yield (5Y)

- %

1.97 %

Market

ASX

ASX

First listed date

18/08/2024

15/11/2007

Purchase fee

$6.50

$6.50


Community Stats

DGVA

IZZ

Popularity

Low

Low

Pearlers invested

1

32

Median incremental investment

$24,525.75

$2,600.00

Median investment frequency

Monthly

Monthly

Median total investment

$24,855.10

$4,095.36

Average age group

< 26

> 35


Pros and Cons

DGVA

IZZ

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

DGVA

IZZ

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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