Compare AU

Compare ERTH vs. DAVA

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

Solactive Climate Change Innovation

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 ERTH and DAVA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

ERTH

DAVA

Popularity

Low

N/A

Pearlers invested

374

0

Median incremental investment

$601.32

$0

Median investment frequency

Monthly

N/A

Median total investment

$937.28

$0

Average age group

26 - 35

N/A


Key Summary

ERTH

DAVA

Strategy

ERTH.AX was created on 2021-03-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. ERTH.AX aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions.

DAVA.AX was created on 1999-06-10 by Dimensional. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Trust is to provide long-term capital growth by gaining exposure to a diversified portfolio of Value Companies listed in Australia.

Top 3 holdings

CIE DE SAINT-GOBAIN (5.14 %)

ECOLAB INC (5.08 %)

DSM-FIRMENICH AG (4.97 %)

Dimensional Australian Value Trust - Active ETF (100 %)

Top 3 industries

Other (56.07 %)

Information Technology (10.82 %)

Consumer Discretionary (9.83 %)

Top 3 countries

United States (40.06 %)

China (11.65 %)

Denmark (7.67 %)

Management fee

0.55 %

0.336 %


Key Summary

ERTH

DAVA

Issuer

BetaShares

Dimensional

Tracking index

Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.55 %

0.336 %

Price

$9.28

$27.46

Size

$95.069 million

N/A

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

0.58 %

0.36 %

Market

ASX

ASX

First listed date

10/03/2021

18/08/2024

Purchase fee

$6.50

$6.50


Community Stats

ERTH

DAVA

Popularity

Low

N/A

Pearlers invested

374

0

Median incremental investment

$601.32

$0

Median investment frequency

Monthly

N/A

Median total investment

$937.28

$0

Average age group

26 - 35

N/A


Pros and Cons

ERTH

DAVA

Pros

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to US market

  • Lower distribution yield

ERTH

DAVA

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield

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