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Compare DGVA vs. MFOA
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 Milford Australian Absolute Growth Complex ETF (MFOA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | MFOA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $6,493.50 | $693.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $18,209.10 | $1,374.66 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
DGVA | MFOA | |
|---|---|---|
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). | MFOA.AX was created on 2023-01-16 by Milford. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. The Fund targets absolute returns with an annualised return objective of 5% above the RBA cash rate while seeking to preserve investor capital over rolling three year periods (net of fees). |
Top 3 holdings | JPMorgan Chase & Co (3.52 %) Exxon Mobil Corp (2.07 %) Micron Technology Inc (1.73 %) | CSL Ltd (5.45 %) BHP Group Ltd (4.07 %) ANZ Group Holdings Ltd (3.00 %) |
Top 3 industries | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) | Other (70.40 %) Materials (13.15 %) Health Care (11.52 %) |
Top 3 countries | ||
Management fee | 0 % | 0 % |
Key Summary
DGVA | MFOA | |
|---|---|---|
Issuer | Dimensional | Milford |
Tracking index | RBA Cash Rate - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0 % | 0 % |
Price | $27.30 | $11.30 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.74 % | 2.28 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 15/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | MFOA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $6,493.50 | $693.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $18,209.10 | $1,374.66 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
DGVA | MFOA | |
|---|---|---|
Pros |
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Cons |
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DGVA | MFOA |
|---|---|
Lower distribution yield | Higher distribution yield |