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Compare IWLD 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the iShares Core MSCI World Ex Australia Esg ETF (IWLD) and the Dimensional Australian Value Trust - Active ETF (DAVA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IWLD | DAVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 244 | 4 |
Median incremental investment | $1,590.00 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,073.71 | $14,632.55 |
Average age group | > 35 | 26 - 35 |
Key Summary
IWLD | DAVA | |
|---|---|---|
Strategy | The IWLD ETF seeks to track the performance of the MSCI World ex-Australia Custom ESG Leaders Index before considering any fees, expenses, and taxes. | 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 | NVIDIA CORP (10.89 %) MICROSOFT CORP (9.08 %) ALPHABET INC CLASS A (2.97 %) | Westpac Banking Corp (9.22 %) National Australia Bank Ltd (8.98 %) ANZ Group Holdings Ltd (8.39 %) |
Top 3 industries | Information Technology (31.91 %) Financials (15.96 %) Industrials (10.92 %) | Financials (64.43 %) Materials (24.53 %) Communication Services (5.56 %) |
Top 3 countries | United States (74.50 %) Japan (6.44 %) United Kingdom of Great Britain and Northern Ireland (3.41 %) | |
Management fee | 0.09 % | 0.336 % |
Key Summary
IWLD | DAVA | |
|---|---|---|
Issuer | iShares | Dimensional |
Tracking index | MSCI World Ex Australia Custom ESG Leaders Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.09 % | 0.336 % |
Price | $69.09 | $31.31 |
Size | $1.536 billion | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.18 % | 4.42 % |
Market | ASX | ASX |
First listed date | 28/04/2016 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IWLD | DAVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 244 | 4 |
Median incremental investment | $1,590.00 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,073.71 | $14,632.55 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IWLD | DAVA | |
|---|---|---|
Pros |
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Cons |
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IWLD | DAVA |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |