Compare AU

Compare DGVA vs. OZXX

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

Community Stats

DGVA

OZXX

Popularity

Low

Low

Pearlers invested

1

3

Median incremental investment

$24,525.75

$504.50

Median investment frequency

Monthly

Monthly

Median total investment

$24,855.10

$1,133.00

Average age group

< 26

> 35


Key Summary

DGVA

OZXX

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).

N/A

Top 3 holdings

Dimensional Global Value Trust - Active ETF (100 %)

Global X Australia Ex Financials & Resources ETF (100 %)

Top 3 industries

Top 3 countries

Management fee

0 %

0 %


Key Summary

DGVA

OZXX

Issuer

Dimensional

Tracking index

Asset class

ETF

Stock

Management fee

0 %

0 %

Price

$25.01

$10.96

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

- %

1.26 %

Market

ASX

ASX

First listed date

18/08/2024

12/04/2023

Purchase fee

$6.50

$6.50


Community Stats

DGVA

OZXX

Popularity

Low

Low

Pearlers invested

1

3

Median incremental investment

$24,525.75

$504.50

Median investment frequency

Monthly

Monthly

Median total investment

$24,855.10

$1,133.00

Average age group

< 26

> 35


Pros and Cons

DGVA

OZXX

Pros

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

Cons

  • Lower dividend/distribution yield

  • Exposure to 1 market and 1 sector only

DGVA

OZXX

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Lower dividend/distribution yield

Higher dividend/distribution yield

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