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Compare IMLC 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 IMLC and DGVA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IMLC | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $997.50 | $7,234.78 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $2,222.64 | $32,537.76 |
Average age group | 26 - 35 | < 26 |
Key Summary
IMLC | DGVA | |
|---|---|---|
Strategy | IMLC.AX was created on 2023-08-01 by IML. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the S&P/ASX 300 Accumulation Index (after fees and expenses and before taxes) on a rolling four-year 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 | IML Concentrated Aus Share Fund - Active ETF (100 %) | JPMorgan Chase & Co (3.25 %) Exxon Mobil Corp (2.25 %) Johnson & Johnson (1.63 %) |
Top 3 industries | Health Care (25.19 %) Financials (23.11 %) Energy (22.01 %) | |
Top 3 countries | ||
Management fee | 0.993 % | 0 % |
Key Summary
IMLC | DGVA | |
|---|---|---|
Issuer | IML | Dimensional |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.993 % | 0 % |
Price | $4.41 | $25.58 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 2.35 % | 2.52 % |
Market | ASX | ASX |
First listed date | 31/07/2023 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IMLC | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $997.50 | $7,234.78 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $2,222.64 | $32,537.76 |
Average age group | 26 - 35 | < 26 |
Pros and Cons
IMLC | DGVA | |
|---|---|---|
Pros |
| |
Cons |
|
IMLC | DGVA |
|---|---|
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |