Compare AU
Compare DGVA vs. VIF
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 VIF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | VIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 29 |
Median incremental investment | $24,525.75 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $24,705.85 | $2,026.44 |
Average age group | < 26 | > 35 |
Key Summary
DGVA | VIF | |
|---|---|---|
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). | VIF.AX was created on 2015-12-04 by Vanguard. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund seeks to track the return of the Bloomberg Global Aggregate Corporate and Government-Related Scaled Index hedged into Australian dollars before taking into account fees, expenses and tax |
Top 3 holdings | Dimensional Global Value Trust - Active ETF (100 %) | United States Treasury Note/Bond 2.875 2032-05-15 (0.70 %) United Kingdom Gilt 0.25 2025-01-31 (0.44 %) United States Treasury Note/Bond 0.625 2030-08-15 (0.41 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0 % | 0.2 % |
Key Summary
DGVA | VIF | |
|---|---|---|
Issuer | Dimensional | Vanguard |
Tracking index | Bloomberg Barclays Global Treasury Index Hedged into Australian Dollars - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.2 % |
Price | $24.83 | $38.97 |
Size | N/A | $2.354 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 4.05 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 08/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | VIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 29 |
Median incremental investment | $24,525.75 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $24,705.85 | $2,026.44 |
Average age group | < 26 | > 35 |
Pros and Cons
DGVA | VIF | |
|---|---|---|
Pros |
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Cons |
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DGVA | VIF |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |