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Compare DGVA vs. MQDB
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 MQDB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | MQDB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $6,864.14 | $3,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $36,175.68 | $3,032.73 |
Average age group | 26 - 35 | > 35 |
Key Summary
DGVA | MQDB | |
|---|---|---|
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). | MQDB.AX was created on 2002-09-30 by Macquarie. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to generate attractive returns by dynamically investing in global fixed income instruments. It aims to provide diversification against equity risk as well as capital growth and some income |
Top 3 holdings | JPMorgan Chase & Co (3.41 %) Exxon Mobil Corp (2.02 %) Johnson & Johnson (1.76 %) | Macquarie Dynamic Bond Active ETF (100 %) |
Top 3 industries | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) | |
Top 3 countries | ||
Management fee | 0 % | 0.614 % |
Key Summary
DGVA | MQDB | |
|---|---|---|
Issuer | Dimensional | Macquarie |
Tracking index | Bloomberg Global Aggregate | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.614 % |
Price | $28.44 | $10.79 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 3.09 % | 1.56 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 21/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | MQDB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $6,864.14 | $3,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $36,175.68 | $3,032.73 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DGVA | MQDB | |
|---|---|---|
Pros |
| |
Cons |
|
DGVA | MQDB |
|---|---|
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |