Compare AU
Compare DGVA vs. SWTZ
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 are a popular choice. Two options in the ASX are DGVA and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 5 |
Median incremental investment | $24,525.75 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $24,705.85 | $1,974.57 |
Average age group | < 26 | > 35 |
Key Summary
DGVA | SWTZ | |
|---|---|---|
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). | SWTZ.AX was created on 2017-02-23 by AGP. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with an income return that exceeds the S&P/ASX 100 Accumulation Index (Index) (after fees) over rolling 12-month periods, while also maintaining a lower level of volatility relative to the Index over rolling 12-month periods. |
Top 3 holdings | Dimensional Global Value Trust - Active ETF (100 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0 % | 0.89 % |
Key Summary
DGVA | SWTZ | |
|---|---|---|
Issuer | Dimensional | AGP |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 0.89 % |
Price | $24.83 | $2.49 |
Size | N/A | $58.771 million |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | - % | 7.16 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 5 |
Median incremental investment | $24,525.75 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $24,705.85 | $1,974.57 |
Average age group | < 26 | > 35 |
Pros and Cons
DGVA | SWTZ | |
|---|---|---|
Pros |
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Cons |
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DGVA | SWTZ |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |