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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, 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 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
HVST | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 74 | 3 |
Median incremental investment | $990.45 | $6,864.14 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,953.15 | $35,717.76 |
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. 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 | SPI 200 FUTURES MAR26 (0 %) BETASHARES AUSTRALIA 200 ETF (24.95 %) BETASHARES AUSTRALIAN RESOURCE (11.72 %) | JPMorgan Chase & Co (3.41 %) Exxon Mobil Corp (2.02 %) Johnson & Johnson (1.76 %) |
Top 3 industries | Other (50.68 %) Financials (12.82 %) Health Care (6.32 %) | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) |
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 | $13.57 | $28.44 |
Size | $279.214 million | N/A |
10Y return | -34.13 % | N/A |
Annual distribution yield (5Y) | 5.36 % | 3.09 % |
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 | 74 | 3 |
Median incremental investment | $990.45 | $6,864.14 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,953.15 | $35,717.76 |
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |