Compare AU
Compare DGVA vs. WDIV
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 WDIV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | WDIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 37 |
Median incremental investment | $24,525.75 | $654.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $24,894.90 | $2,476.60 |
Average age group | < 26 | > 35 |
Key Summary
DGVA | WDIV | |
|---|---|---|
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). | WDIV.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 274.33m in AUM and 96 holdings. The SPDR S&P Global Dividend Fund seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats AUD Index. |
Top 3 holdings | Dimensional Global Value Trust - Active ETF (100 %) | Altria Group Inc (2.66 %) Highwoods Properties Inc (2.39 %) Solvay SA (2.27 %) |
Top 3 industries | Industrials (30.46 %) Real Estate (29.84 %) Consumer Staples (23.52 %) | |
Top 3 countries | United States (23.78 %) Canada (21.10 %) Japan (12.42 %) | |
Management fee | 0 % | 0.35 % |
Key Summary
DGVA | WDIV | |
|---|---|---|
Issuer | Dimensional | SPDR |
Tracking index | S&P Global Dividend Aristocrats Index sp_43 | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.35 % |
Price | $24.83 | $20.25 |
Size | N/A | $278.795 million |
10Y return | N/A | 18.08 % |
Annual dividend/ distribution yield (5Y) | - % | 4.85 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | WDIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 37 |
Median incremental investment | $24,525.75 | $654.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $24,894.90 | $2,476.60 |
Average age group | < 26 | > 35 |
Pros and Cons
DGVA | WDIV | |
|---|---|---|
Pros |
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Cons |
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DGVA | WDIV |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |