Compare AU
Compare DGVA vs. MHOT
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 MHOT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | MHOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $24,525.75 | $2,553.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $25,382.45 | $6,418.84 |
Average age group | < 26 | > 35 |
Key Summary
DGVA | MHOT | |
|---|---|---|
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). | MHOT.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. MHOT.AX gives investors exposure to a diversified portfolio of attractively priced US companies with sustainable competitive advantages according to Morningstars equity research team. MHOT.AX aims to provide investment returns before fees and other costs which track the performance of the Index with returns hedged into Australian dollars. |
Top 3 holdings | Dimensional Global Value Trust - Active ETF (100 %) | Bristol-Myers Squibb Co (2.78 %) Alphabet Inc Class A (2.74 %) Corteva Inc (2.71 %) |
Top 3 industries | Other (79.87 %) Health Care (11.12 %) Communication Services (4.54 %) | |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | |
Management fee | 0 % | 0.52 % |
Key Summary
DGVA | MHOT | |
|---|---|---|
Issuer | Dimensional | VanEck |
Tracking index | Morningstar Wide Moat Focus Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.52 % |
Price | $25.38 | $137.35 |
Size | N/A | $60.053 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.16 % | 0.11 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | MHOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $24,525.75 | $2,553.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $25,382.45 | $6,418.84 |
Average age group | < 26 | > 35 |
Pros and Cons
DGVA | MHOT | |
|---|---|---|
Pros |
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Cons |
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DGVA | MHOT |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |