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Compare IVV 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 S&P 500 ETF (IVV) 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
IVV | DGVA | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 22,755 | 5 |
Median incremental investment | $993.50 | $6,493.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,886.04 | $2,939.20 |
Average age group | 26 - 35 | 26 - 35 |
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 | ISHARES CORE S&P ETF TRUST (99.97 %) AUD CASH (0.08 %) USD/AUD (0.00 %) | JPMorgan Chase & Co (3.04 %) Micron Technology Inc (2.79 %) Exxon Mobil Corp (2.25 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.12 %) | United States (69.68 %) Japan (6.36 %) United Kingdom of Great Britain and Northern Ireland (4.08 %) |
Management fee | 0.04 % | 0 % |
Key Summary
IVV | DGVA | |
|---|---|---|
Issuer | iShares | Dimensional |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0 % |
Price | $63.10 | $26.94 |
Size | $12.583 billion | N/A |
10Y return | 252.97 % | N/A |
Annual distribution yield (5Y) | 1.22 % | 3.09 % |
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 | 22,755 | 5 |
Median incremental investment | $993.50 | $6,493.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,886.04 | $2,939.20 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IVV | DGVA | |
|---|---|---|
Pros |
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Cons |
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IVV | DGVA |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |