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Compare DGVA vs. LPGD
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 Loftus Peak Global Disruption Active ETF (LPGD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | LPGD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 32 |
Median incremental investment | $6,864.14 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $10,504.93 | $1,806.70 |
Average age group | > 35 | > 35 |
Key Summary
DGVA | LPGD | |
|---|---|---|
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). | LPGD.AX was created on 2016-11-15 by Loftus Peak. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to deliver a return over the Benchmark (see below) over the medium to long term by bringing a disciplined investment process to listed global companies impacted by disruption. |
Top 3 holdings | Amazon.com Inc (3.28 %) Micron Technology Inc (3.23 %) JPMorgan Chase & Co (2.89 %) | NVIDIA Corp (9.82 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (6.96 %) Contemporary Amperex Technology Co Ltd Ordinary Shares - Class H (5.94 %) |
Top 3 industries | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) | Information Technology (51.05 %) Communication Services (32.77 %) Consumer Discretionary (9.36 %) |
Top 3 countries | United States (69.68 %) Japan (6.36 %) United Kingdom of Great Britain and Northern Ireland (4.08 %) | United States (76.46 %) Taiwan (12.00 %) China (6.77 %) |
Management fee | 0 % | 0.12 % |
Key Summary
DGVA | LPGD | |
|---|---|---|
Issuer | Dimensional | Loftus Peak |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 0.12 % |
Price | $30.23 | $6.23 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.09 % | 6.25 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 08/11/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | LPGD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 32 |
Median incremental investment | $6,864.14 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $10,504.93 | $1,806.70 |
Average age group | > 35 | > 35 |
Pros and Cons
DGVA | LPGD | |
|---|---|---|
Pros |
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Cons |
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DGVA | LPGD |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |