Compare AU

Compare DGVA vs. ROBO

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 ROBO. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DGVA

ROBO

Popularity

N/A

Low

Pearlers invested

0

549

Median incremental investment

$0

$639.76

Median investment frequency

N/A

Monthly

Median total investment

$0

$1,025.50

Average age group

N/A

> 35


Key Summary

DGVA

ROBO

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).

ROBO.AX was created on 2017-09-13 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the ROBO.AX Global Robotics and Automation Index (the Index)

Top 3 holdings

Dimensional Global Value Trust - Active ETF (100 %)

Symbotic Inc Ordinary Shares - Class A (2.15 %)

Celestica Inc Ordinary Shares (Subordinate Voting) (1.93 %)

NVIDIA Corp (1.91 %)

Top 3 industries

Information Technology (40.93 %)

Industrials (39.97 %)

Health Care (19.10 %)

Top 3 countries

United States (80.07 %)

Canada (19.93 %)

Management fee

0 %

0.82 %


Key Summary

DGVA

ROBO

Issuer

Dimensional

Global X

Tracking index

ROBO Global Robotics and Automation TR Index

Asset class

ETF

ETF

Management fee

0 %

0.82 %

Price

$23.88

$73.25

Size

N/A

$221.309 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

- %

3.87 %

Market

ASX

ASX

First listed date

18/08/2024

14/09/2017

Purchase fee

$6.50

$6.50


Community Stats

DGVA

ROBO

Popularity

N/A

Low

Pearlers invested

0

549

Median incremental investment

$0

$639.76

Median investment frequency

N/A

Monthly

Median total investment

$0

$1,025.50

Average age group

N/A

> 35


Pros and Cons

DGVA

ROBO

Pros

  • Lower management fee

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

DGVA

ROBO

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

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