Compare AU

Compare DGVA vs. VGS

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

Community Stats

DGVA

VGS

Popularity

Low

High

Pearlers invested

1

11,904

Median incremental investment

$24,525.75

$1,075.43

Median investment frequency

Monthly

Monthly

Median total investment

$24,855.10

$3,932.04

Average age group

< 26

26 - 35


Key Summary

DGVA

VGS

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).

Vanguard MSCI Index International Shares ETF (ASX: VGS) seeks to track the performance of the MSCI World ex-Australia index before account fees, expenses and taxes. The index tracks the large and mid-cap stocks from 22 developed markets including the US, UK, Japan, Canada, France, Germany and Israel.

Top 3 holdings

Dimensional Global Value Trust - Active ETF (100 %)

Apple Inc. (5.40 %)

Microsoft Corp. (4.13 %)

Amazon.com Inc. (2.15 %)

Top 3 industries

Information Technology (22.51 %)

Financials (13.70 %)

Health Care (12.53 %)

Top 3 countries

United States (72.93 %)

Japan (5.73 %)

United Kingdom of Great Britain and Northern Ireland (3.77 %)

Management fee

0 %

0.18 %


Key Summary

DGVA

VGS

Issuer

Dimensional

Vanguard

Tracking index

MSCI WorldexAustralia Index - AUD

Asset class

ETF

ETF

Management fee

0 %

0.18 %

Price

$25.01

$140.24

Size

N/A

N/A

10Y return

N/A

169.17 %

Annual dividend/ distribution yield (5Y)

- %

2.37 %

Market

ASX

ASX

First listed date

18/08/2024

20/11/2014

Purchase fee

$6.50

$6.50


Community Stats

DGVA

VGS

Popularity

Low

High

Pearlers invested

1

11,904

Median incremental investment

$24,525.75

$1,075.43

Median investment frequency

Monthly

Monthly

Median total investment

$24,855.10

$3,932.04

Average age group

< 26

26 - 35


Pros and Cons

DGVA

VGS

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

VGS

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

Home