Compare AU
Compare ERTH 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, shares and ETFs are a popular choice. Two options in the ASX are ERTH and DGVA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ERTH | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 370 | 1 |
Median incremental investment | $602.01 | $24,525.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $926.17 | $24,337.70 |
Average age group | 26 - 35 | < 26 |
Key Summary
ERTH | DGVA | |
|---|---|---|
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. | 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 | CIE DE SAINT-GOBAIN (5.14 %) ECOLAB INC (5.08 %) DSM-FIRMENICH AG (4.97 %) | Dimensional Global 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 % |
Key Summary
ERTH | DGVA | |
|---|---|---|
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 % |
Price | $9.17 | $24.46 |
Size | $96.548 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 0.58 % | - % |
Market | ASX | ASX |
First listed date | 10/03/2021 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ERTH | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 370 | 1 |
Median incremental investment | $602.01 | $24,525.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $926.17 | $24,337.70 |
Average age group | 26 - 35 | < 26 |
Pros and Cons
ERTH | DGVA | |
|---|---|---|
Pros |
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Cons |
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ERTH | DGVA |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |