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Compare IVE 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 iShares MSCI EAFE ETF (IVE) 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
IVE | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 70 | 4 |
Median incremental investment | $1,500.00 | $6,493.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,584.83 | $19,278.90 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IVE | DGVA | |
|---|---|---|
Strategy | IVE.AX was created on 2001-08-14 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies. | 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 MSCI EAFE ETF (99.98 %) AUD CASH (0.13 %) USD/AUD (0.00 %) | JPMorgan Chase & Co (3.40 %) Micron Technology Inc (2.04 %) Exxon Mobil Corp (2.03 %) |
Top 3 industries | Other (99.86 %) Communication Services (0.14 %) | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) |
Top 3 countries | Japan (22.34 %) United Kingdom of Great Britain and Northern Ireland (14.41 %) Germany (9.65 %) | United States (69.68 %) Japan (6.36 %) United Kingdom of Great Britain and Northern Ireland (4.08 %) |
Management fee | 0.32 % | 0 % |
Key Summary
IVE | DGVA | |
|---|---|---|
Issuer | iShares | Dimensional |
Tracking index | MSCI EAFE | |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0 % |
Price | $145.55 | $27.90 |
Size | $673.043 million | N/A |
10Y return | 95.11 % | N/A |
Annual distribution yield (5Y) | 2.82 % | 3.09 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVE | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 70 | 4 |
Median incremental investment | $1,500.00 | $6,493.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,584.83 | $19,278.90 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IVE | DGVA | |
|---|---|---|
Pros |
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Cons |
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IVE | DGVA |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |