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Compare DGVA vs. MSTR

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

Community Stats

DGVA

MSTR

Popularity

Low

Low

Pearlers invested

1

1

Median incremental investment

$24,525.75

$505.50

Median investment frequency

Monthly

Weekly

Median total investment

$24,566.55

$2,130.24

Average age group

< 26

> 35


Key Summary

DGVA

MSTR

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).

MSTR.AX was created on 2013-07-01 by Morningstar. The fund's investment portfolio concentrates primarily on total market equity. To achieve meaningful capital growth over the medium-to-long term, while minimising the risk of permanent capital loss, by providing exposure to listed international shares

Top 3 holdings

Dimensional Global Value Trust - Active ETF (100 %)

Chunghwa Telecom Co Ltd (2.97 %)

Illinois Tool Works Inc (2.36 %)

Visa Inc Class A (2.03 %)

Top 3 industries

Industrials (29.41 %)

Communication Services (23.57 %)

Information Technology (21.36 %)

Top 3 countries

Management fee

0 %

0.39 %


Key Summary

DGVA

MSTR

Issuer

Dimensional

Morningstar

Tracking index

Asset class

ETF

ETF

Management fee

0 %

0.39 %

Price

$24.91

$9.54

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend/โ€Šdistribution yield (5Y)

0.16 %

7.65 %

Market

ASX

ASX

First listed date

18/08/2024

12/11/2019

Purchase fee

$6.50

$6.50


Community Stats

DGVA

MSTR

Popularity

Low

Low

Pearlers invested

1

1

Median incremental investment

$24,525.75

$505.50

Median investment frequency

Monthly

Weekly

Median total investment

$24,566.55

$2,130.24

Average age group

< 26

> 35


Pros and Cons

DGVA

MSTR

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

DGVA

MSTR

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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