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Compare DVDY vs. HVLU
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 VanEck MSCI International Value (Aud Hedged) ETF (HVLU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DVDY | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 50 | 4 |
Median incremental investment | $655.36 | $5,101.83 |
Median investment frequency | Monthly | Monthly |
Median total investment | $958.55 | $6,602.40 |
Average age group | > 35 | > 35 |
Key Summary
DVDY | HVLU | |
|---|---|---|
Strategy | DVDY.AX was created on 2020-09-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 32.86m in AUM and 26 holdings. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. | HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. |
Top 3 holdings | Woolworths Group Ltd (5.35 %) National Australia Bank Ltd (5.09 %) Telstra Group Ltd (4.60 %) | VanEck MSCI Intl Val ETF (99.45 %) |
Top 3 industries | Consumer Discretionary (29.55 %) Financials (20.59 %) Health Care (19.39 %) | |
Top 3 countries | Australia (100.00 %) | United States (45.12 %) Japan (22.90 %) United Kingdom of Great Britain and Northern Ireland (6.33 %) |
Management fee | 0.35 % | 0.29 % |
Key Summary
DVDY | HVLU | |
|---|---|---|
Issuer | VanEck | VanEck |
Tracking index | Morningstar Australia Dividend Yield Focus Index - AUD | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.29 % |
Price | $20.18 | $36.68 |
Size | $31.713 million | $63.897 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.23 % | 3.73 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DVDY | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 50 | 4 |
Median incremental investment | $655.36 | $5,101.83 |
Median investment frequency | Monthly | Monthly |
Median total investment | $958.55 | $6,602.40 |
Average age group | > 35 | > 35 |
Pros and Cons
DVDY | HVLU | |
|---|---|---|
Pros |
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Cons |
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DVDY | HVLU |
|---|---|
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 |