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Compare DGVA vs. WXOZ
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 SPDR S&P World Ex Australia Carbon Aware ETF (WXOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | WXOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 19 |
Median incremental investment | $6,493.50 | $1,219.35 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $18,122.39 | $4,946.88 |
Average age group | 26 - 35 | > 35 |
Key Summary
DGVA | WXOZ | |
|---|---|---|
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). | WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 562.16m in AUM and 687 holdings. The SPDR S&P World ex Australia Carbon Aware ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware Index. |
Top 3 holdings | JPMorgan Chase & Co (3.52 %) Exxon Mobil Corp (2.07 %) Micron Technology Inc (1.73 %) | NVIDIA Corp (6.57 %) Apple Inc (5.83 %) Microsoft Corp (4.42 %) |
Top 3 industries | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) | Information Technology (64.85 %) Communication Services (18.83 %) Financials (7.62 %) |
Top 3 countries | United States (66.13 %) Japan (8.26 %) United Kingdom of Great Britain and Northern Ireland (4.57 %) | |
Management fee | 0 % | 0.04 % |
Key Summary
DGVA | WXOZ | |
|---|---|---|
Issuer | Dimensional | SPDR |
Tracking index | S&P Developed Ex-Australia LargeMidCap Carbon Aware Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.04 % |
Price | $27.06 | $51.42 |
Size | N/A | $646.771 million |
10Y return | N/A | 111.43 % |
Annual distribution yield (5Y) | 1.74 % | 6.71 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 19/03/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | WXOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 19 |
Median incremental investment | $6,493.50 | $1,219.35 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $18,122.39 | $4,946.88 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DGVA | WXOZ | |
|---|---|---|
Pros |
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Cons |
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DGVA | WXOZ |
|---|---|
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 |