Compare AU
Compare IUSG 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, shares and ETFs are a popular choice. Two options in the ASX are IUSG and DAVA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IUSG | DAVA | |
|---|---|---|
Popularity | N/A | N/A |
Pearlers invested | 0 | 0 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | N/A |
Median total investment | $0 | $0 |
Average age group | N/A | N/A |
Key Summary
IUSG | DAVA | |
|---|---|---|
Strategy | IUSG.AX was created on 2023-09-19 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of the ICE U.S. Treasury Core Bond AUD Hedged Index | 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 | iShares $ Treasury Bond ETF AUD H Dist (99.99 %) | Dimensional Australian Value Trust - Active ETF (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.26 % | 0.336 % |
Key Summary
IUSG | DAVA | |
|---|---|---|
Issuer | iShares | Dimensional |
Tracking index | ICE U.S. Treasury Core Bond Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.336 % |
Price | $99.82 | $26.87 |
Size | $6.493 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 0.67 % | 0.36 % |
Market | ASX | ASX |
First listed date | 21/09/2023 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IUSG | DAVA | |
|---|---|---|
Popularity | N/A | N/A |
Pearlers invested | 0 | 0 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | N/A |
Median total investment | $0 | $0 |
Average age group | N/A | N/A |
Pros and Cons
IUSG | DAVA | |
|---|---|---|
Pros |
| |
Cons |
|
IUSG | DAVA |
|---|---|
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |