Compare AU

Compare IVV vs. DGVA

Compare shares and ETFs on the ASX that you can trade on Pearler.

iShares S&P 500 ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are IVV and DGVA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

IVV

DGVA

Popularity

High

Low

Pearlers invested

14,328

1

Median incremental investment

$995.94

$24,525.75

Median investment frequency

Monthly

Monthly

Median total investment

$2,963.32

$25,342.65

Average age group

26 - 35

< 26


Key Summary

IVV

DGVA

Strategy

iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market.

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

Microsoft Corporation (6.95 %)

Apple, Inc. (5.75 %)

NVIDIA Corporation (5.10 %)

Dimensional Global Value Trust - Active ETF (100 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.00 %)

Top 3 countries

United States (99.92 %)

Management fee

0.04 %

0 %


Key Summary

IVV

DGVA

Issuer

iShares

Dimensional

Tracking index

S&P 500 - AUD

Asset class

ETF

ETF

Management fee

0.04 %

0 %

Price

$64.18

$25.40

Size

$11.228 billion

N/A

10Y return

264.56 %

N/A

Annual distribution/ dividend yield (5Y)

12.27 %

0.16 %

Market

ASX

ASX

First listed date

10/10/2007

18/08/2024

Purchase fee

$6.50

$6.50


Community Stats

IVV

DGVA

Popularity

High

Low

Pearlers invested

14,328

1

Median incremental investment

$995.94

$24,525.75

Median investment frequency

Monthly

Monthly

Median total investment

$2,963.32

$25,342.65

Average age group

26 - 35

< 26


Pros and Cons

IVV

DGVA

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

IVV

DGVA

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

Home