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Compare DGVA vs. SKUK
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Dimensional Global Value Trust - Active ETF (DGVA) and the Hejaz Sukuk Active ETF (SKUK). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | SKUK | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 6 |
Median incremental investment | $6,243.50 | $543.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,053.60 | $839.18 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
DGVA | SKUK | |
|---|---|---|
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). | SKUK.AX was created on 2023-11-01 by Hejaz . The fund's investment portfolio concentrates primarily on target outcome asset allocation. To achieve a (total) return at least equal to movements in the Benchmark over a rolling 5to 7-years timeframe through exposure to a diversified equities portfolio of shariah complaint investments |
Top 3 holdings | JPMorgan Chase & Co (3.04 %) Micron Technology Inc (2.79 %) Exxon Mobil Corp (2.25 %) | Saudi Electricity Global Sukuk Company 2 5.06% (11.15 %) TMS Issuer S.a.r.l. 5.78% (10.67 %) MAF Sukuk Ltd. 5% (10.56 %) |
Top 3 industries | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) | |
Top 3 countries | United States (69.68 %) Japan (6.36 %) United Kingdom of Great Britain and Northern Ireland (4.08 %) | |
Management fee | 0 % | 1.33 % |
Key Summary
DGVA | SKUK | |
|---|---|---|
Issuer | Dimensional | Hejaz |
Tracking index | Bloomberg Global Aggregate USD Sukuk Index - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0 % | 1.33 % |
Price | $27.76 | $1.005 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.09 % | 3.94 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 31/10/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | SKUK | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 6 |
Median incremental investment | $6,243.50 | $543.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,053.60 | $839.18 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
DGVA | SKUK | |
|---|---|---|
Pros |
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Cons |
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DGVA | SKUK |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |