Compare AU

Compare DGVA vs. JHLO

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 are a popular choice. Two options in the ASX are DGVA and JHLO. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DGVA

JHLO

Popularity

Low

N/A

Pearlers invested

1

0

Median incremental investment

$24,525.75

$0

Median investment frequency

Monthly

N/A

Median total investment

$24,705.85

$0

Average age group

< 26

N/A


Key Summary

DGVA

JHLO

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).

JHLO.AX was created on 2024-04-26 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to seek to provide long-term capital appreciation.

Top 3 holdings

Dimensional Global Value Trust - Active ETF (100 %)

Jpmorgan Global Select Equity (Hedged) Active ETF (100 %)

Top 3 industries

Top 3 countries

Management fee

0 %

0.55 %


Key Summary

DGVA

JHLO

Issuer

Dimensional

JPMorgan

Tracking index

Asset class

ETF

ETF

Management fee

0 %

0.55 %

Price

$24.83

$54.67

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

- %

0.23 %

Market

ASX

ASX

First listed date

18/08/2024

25/04/2024

Purchase fee

$6.50

$6.50


Community Stats

DGVA

JHLO

Popularity

Low

N/A

Pearlers invested

1

0

Median incremental investment

$24,525.75

$0

Median investment frequency

Monthly

N/A

Median total investment

$24,705.85

$0

Average age group

< 26

N/A


Pros and Cons

DGVA

JHLO

Pros

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Higher management fee

DGVA

JHLO

Lower management fee

Higher management fee

Lower distribution yield

Higher distribution yield

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