Compare AU
Compare DGVA vs. MVE
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 MVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | MVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 36 |
Median incremental investment | $24,525.75 | $668.99 |
Median investment frequency | Monthly | Monthly |
Median total investment | $24,894.90 | $2,915.77 |
Average age group | < 26 | > 35 |
Key Summary
DGVA | MVE | |
|---|---|---|
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). | MVE.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund is designed to capture the performance of the 50 midcap companies listed on ASX having Market Capitalisation ranking from 51 to 100. |
Top 3 holdings | Dimensional Global Value Trust - Active ETF (100 %) | CAR Group Ltd (4.94 %) Pro Medicus Ltd (4.29 %) REA Group Ltd (4.09 %) |
Top 3 industries | Communication Services (26.18 %) Information Technology (18.20 %) Materials (17.07 %) | |
Top 3 countries | Australia (94.11 %) New Zealand (3.28 %) United States (2.61 %) | |
Management fee | 0 % | 0.45 % |
Key Summary
DGVA | MVE | |
|---|---|---|
Issuer | Dimensional | VanEck |
Tracking index | S&P/ASX Midcap 50 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.45 % |
Price | $25.02 | $40.78 |
Size | N/A | $307.898 million |
10Y return | N/A | 107.22 % |
Annual dividend/ distribution yield (5Y) | - % | 3.49 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 16/10/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | MVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 36 |
Median incremental investment | $24,525.75 | $668.99 |
Median investment frequency | Monthly | Monthly |
Median total investment | $24,894.90 | $2,915.77 |
Average age group | < 26 | > 35 |
Pros and Cons
DGVA | MVE | |
|---|---|---|
Pros |
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Cons |
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DGVA | MVE |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |