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Compare FIIN 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 Fidelity India Active ETF (FIIN) 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
FIIN | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 1 |
Median incremental investment | $671.18 | $6,243.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $789.65 | $33,911.52 |
Average age group | > 35 | < 26 |
Key Summary
FIIN | DGVA | |
|---|---|---|
Strategy | FIIN.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the MSCI India Index NR over the medium to long term | 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 | ICICI Bank Ltd (9.47 %) HDFC Bank Ltd (6.57 %) HCL Technologies Ltd (4.10 %) | JPMorgan Chase & Co (3.60 %) Exxon Mobil Corp (2.06 %) Johnson & Johnson (1.66 %) |
Top 3 industries | Financials (46.37 %) Information Technology (18.10 %) Other (13.66 %) | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) |
Top 3 countries | ||
Management fee | 1.2 % | 0 % |
Key Summary
FIIN | DGVA | |
|---|---|---|
Issuer | Fidelity | Dimensional |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.2 % | 0 % |
Price | $9.29 | $26.66 |
Size | $6.336 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 8.42 % | 2.61 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FIIN | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 1 |
Median incremental investment | $671.18 | $6,243.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $789.65 | $33,911.52 |
Average age group | > 35 | < 26 |
Pros and Cons
FIIN | DGVA | |
|---|---|---|
Pros |
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Cons |
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FIIN | DGVA |
|---|---|
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |