Compare AU
Compare HVST 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 HVST and DGVA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HVST | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 58 | 2 |
Median incremental investment | $990.50 | $7,234.78 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,207.65 | $15,978.30 |
Average age group | > 35 | 26 - 35 |
Key Summary
HVST | DGVA | |
|---|---|---|
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 236.58m in AUM and 57 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. | 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 | BETASHARES AUSTRALIA 200 ETF (24.87 %) BHP GROUP LTD (7.68 %) COMMONWEALTH BANK OF AUSTRALIA (5.34 %) | Dimensional Global Value Trust - Active ETF (100 %) |
Top 3 industries | Other (33.38 %) Financials (26.38 %) Materials (12.97 %) | |
Top 3 countries | Australia (97.05 %) United States (2.00 %) United Kingdom of Great Britain and Northern Ireland (0.56 %) | |
Management fee | 0.65 % | 0 % |
Key Summary
HVST | DGVA | |
|---|---|---|
Issuer | BetaShares | Dimensional |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.65 % | 0 % |
Price | $13.22 | $24.10 |
Size | $235.766 million | N/A |
10Y return | -43.94 % | N/A |
Annual distribution/ dividend yield (5Y) | 8.87 % | 0.16 % |
Market | ASX | ASX |
First listed date | 03/11/2014 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVST | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 58 | 2 |
Median incremental investment | $990.50 | $7,234.78 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,207.65 | $15,978.30 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
HVST | DGVA | |
|---|---|---|
Pros |
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Cons |
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HVST | DGVA |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |