Compare AU
Compare DGVA vs. VBLD
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 and ETFs are a popular choice. Two options in the ASX are DGVA and VBLD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | VBLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 34 |
Median incremental investment | $24,525.75 | $1,088.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $25,382.45 | $2,451.06 |
Average age group | < 26 | > 35 |
Key Summary
DGVA | VBLD | |
|---|---|---|
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). | VBLD.AX was created on 2018-10-19 by Vanguard. The fund's investment portfolio concentrates primarily on theme equity. Vanguard Global Infrastructure Index ETF seeks to track the return of the FTSE Developed Core Infrastructure Index (with net dividends reinvested) in Australian dollars, before taking into account fees, expenses and tax. |
Top 3 holdings | Dimensional Global Value Trust - Active ETF (100 %) | NextEra Energy Inc. (7.14 %) Union Pacific Corp. (5.86 %) American Tower Corp. (4.41 %) |
Top 3 industries | Utilities (52.56 %) Industrials (23.35 %) Energy (13.64 %) | |
Top 3 countries | United States (69.79 %) Canada (13.74 %) Japan (3.99 %) | |
Management fee | 0 % | 0.47 % |
Key Summary
DGVA | VBLD | |
|---|---|---|
Issuer | Dimensional | Vanguard |
Tracking index | FTSE Developed Core Infrastructure Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.47 % |
Price | $25.38 | $71.18 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.16 % | 2.63 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 23/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | VBLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 34 |
Median incremental investment | $24,525.75 | $1,088.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $25,382.45 | $2,451.06 |
Average age group | < 26 | > 35 |
Pros and Cons
DGVA | VBLD | |
|---|---|---|
Pros |
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Cons |
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DGVA | VBLD |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |