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Compare HVST vs. DAVA
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 Betashares Australian Dividend Harvester Active ETF (HVST) and the Dimensional Australian Value Trust - Active ETF (DAVA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HVST | DAVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 79 | 14 |
Median incremental investment | $990.45 | $5,393.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,928.44 | $15,832.74 |
Average age group | > 35 | > 35 |
Key Summary
HVST | DAVA | |
|---|---|---|
Strategy | HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 283.85m in AUM and 58 holdings. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis. | 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 | SPI 200 FUTURES JUN26 (0 %) BETASHARES AUSTRALIA 200 ETF (24.91 %) BHP GROUP LTD (10.07 %) | Westpac Banking Corp (10.10 %) National Australia Bank Ltd (9.11 %) ANZ Group Holdings Ltd (8.47 %) |
Top 3 industries | Other (50.68 %) Financials (12.82 %) Health Care (6.32 %) | Financials (64.43 %) Materials (24.53 %) Communication Services (5.56 %) |
Top 3 countries | Australia (96.35 %) United States (2.15 %) United Kingdom of Great Britain and Northern Ireland (0.84 %) | Australia (100.00 %) |
Management fee | 0.0065 % | 0.336 % |
Key Summary
HVST | DAVA | |
|---|---|---|
Issuer | BetaShares | Dimensional |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.0065 % | 0.336 % |
Price | $13.03 | $31.29 |
Size | $282.972 million | N/A |
10Y return | -36.41 % | N/A |
Annual distribution yield (5Y) | 5.25 % | 4.60 % |
Market | ASX | ASX |
First listed date | 03/11/2014 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVST | DAVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 79 | 14 |
Median incremental investment | $990.45 | $5,393.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,928.44 | $15,832.74 |
Average age group | > 35 | > 35 |
Pros and Cons
HVST | DAVA | |
|---|---|---|
Pros |
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Cons |
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HVST | DAVA |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |