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Compare DGVA vs. UTIP
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 Betashares Inflation Protected Us Trsy Bond Ch ETF (UTIP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 3 |
Median incremental investment | $6,493.50 | $4,224.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $18,209.10 | $32,326.80 |
Average age group | 26 - 35 | > 35 |
Key Summary
DGVA | UTIP | |
|---|---|---|
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). | UTIP.AX was created on 2023-09-18 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Global Inflation-Linked: U.S. TIPS Total Return Index Hedged AUD, before taking into account fees and expenses. |
Top 3 holdings | JPMorgan Chase & Co (3.52 %) Exxon Mobil Corp (2.07 %) Micron Technology Inc (1.73 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 1.875% JUL-35 (4.19 %) |
Top 3 industries | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) | |
Top 3 countries | ||
Management fee | 0 % | 0.22 % |
Key Summary
DGVA | UTIP | |
|---|---|---|
Issuer | Dimensional | BetaShares |
Tracking index | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.22 % |
Price | $27.30 | $26.01 |
Size | N/A | $188.746 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.74 % | 1.87 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 19/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 3 |
Median incremental investment | $6,493.50 | $4,224.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $18,209.10 | $32,326.80 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DGVA | UTIP | |
|---|---|---|
Pros |
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Cons |
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DGVA | UTIP |
|---|---|
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |