Compare AU
Compare IGRO 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 IGRO and DGVA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IGRO | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 1 |
Median incremental investment | $676.50 | $24,525.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,636.25 | $24,337.70 |
Average age group | > 35 | < 26 |
Key Summary
IGRO | DGVA | |
|---|---|---|
Strategy | IGRO.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds | 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 | iShares Core MSCI Wld Ex Aus ESG ETF (41.73 %) iShares Core MSCI Australia ESG ETF (34.56 %) iShares Core MSCI Wld ex Aus ESG AUHDETF (14.59 %) | Dimensional Global Value Trust - Active ETF (100 %) |
Top 3 industries | Other (99.98 %) Communication Services (0.02 %) | |
Top 3 countries | United States (47.22 %) Australia (36.23 %) Japan (3.92 %) | |
Management fee | 0.22 % | 0 % |
Key Summary
IGRO | DGVA | |
|---|---|---|
Issuer | iShares | Dimensional |
Tracking index | 34% MSCI Australia IMI Custom ESG Leaders Index - 43% MSCI World Ex Australia Custom ESG Leaders Index - 13% MSCI World Ex Australia Custom ESG Leaders Index AUD Hedged - 10% Other Benchmark - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0 % |
Price | $33.75 | $24.46 |
Size | $11.991 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 1.32 % | - % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IGRO | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 1 |
Median incremental investment | $676.50 | $24,525.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,636.25 | $24,337.70 |
Average age group | > 35 | < 26 |
Pros and Cons
IGRO | DGVA | |
|---|---|---|
Pros |
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Cons |
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IGRO | 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 distribution yield | Lower distribution yield |