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Compare DVDY vs. DGVA
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 VanEck Morningstar Australian Moat Income ETF (DVDY) and the Dimensional Global Value Trust - Active ETF (DGVA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DVDY | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 49 | 11 |
Median incremental investment | $655.56 | $6,243.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $904.50 | $9,395.10 |
Average age group | > 35 | > 35 |
Key Summary
DVDY | DGVA | |
|---|---|---|
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. | 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). |
Top 3 holdings | Macquarie Group Ltd (5.21 %) Woolworths Group Ltd (4.92 %) APA Group (4.78 %) | JPMorgan Chase & Co (2.93 %) Exxon Mobil Corp (2.70 %) Amazon.com Inc (2.44 %) |
Top 3 industries | Consumer Discretionary (29.55 %) Financials (20.59 %) Health Care (19.39 %) | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) |
Top 3 countries | Australia (100.00 %) | United States (69.68 %) Japan (6.36 %) United Kingdom of Great Britain and Northern Ireland (4.08 %) |
Management fee | 0.35 % | 0 % |
Key Summary
DVDY | DGVA | |
|---|---|---|
Issuer | VanEck | Dimensional |
Tracking index | Morningstar Australia Dividend Yield Focus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0 % |
Price | $20.06 | $28.65 |
Size | $30.830 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.44 % | 3.09 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DVDY | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 49 | 11 |
Median incremental investment | $655.56 | $6,243.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $904.50 | $9,395.10 |
Average age group | > 35 | > 35 |
Pros and Cons
DVDY | DGVA | |
|---|---|---|
Pros |
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Cons |
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DVDY | DGVA |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |