Compare AU

Compare DVDY vs. AGX1

Compare shares and ETFs on the ASX that you can trade on Pearler.

Morningstar AUS Dividend Yield Focus 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 DVDY and AGX1. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DVDY

AGX1

Popularity

Low

Low

Pearlers invested

54

3

Median incremental investment

$637.03

$90.50

Median investment frequency

Monthly

Daily

Median total investment

$1,650.53

$3,596.80

Average age group

> 35

26 - 35


Key Summary

DVDY

AGX1

Strategy

DVDY.AX was created on 2020-09-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars.

AGX1.AX was created on 2018-11-05 by Antipodes. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Benchmark over the investment cycle (typically 3-5 years).

Top 3 holdings

Pinnacle Investment Management Group Ltd (6.12 %)

Brambles Ltd (4.99 %)

Charter Hall Group (4.80 %)

Antipodes Global Shares (Quoted Managed Fund) (100 %)

Top 3 industries

Industrials (29.02 %)

Financials (23.81 %)

Consumer Discretionary (17.54 %)

Top 3 countries

Australia (100.00 %)

Management fee

0.35 %

1.1 %


Key Summary

DVDY

AGX1

Issuer

VanEck

Antipodes

Tracking index

Morningstar Australia Dividend Yield Focus Index - AUD

Asset class

ETF

ETF

Management fee

0.35 %

1.1 %

Price

$22.46

$6.35

Size

$67.940 million

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

4.42 %

8.81 %

Market

ASX

ASX

First listed date

09/09/2020

07/11/2018

Purchase fee

$6.50

$6.50


Community Stats

DVDY

AGX1

Popularity

Low

Low

Pearlers invested

54

3

Median incremental investment

$637.03

$90.50

Median investment frequency

Monthly

Daily

Median total investment

$1,650.53

$3,596.80

Average age group

> 35

26 - 35


Pros and Cons

DVDY

AGX1

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

  • Higher management fee

DVDY

AGX1

Higher exposure to AU market

Lower exposure to AU market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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