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Compare IXJ vs. DAVA

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

S&P Global 1200 Healthcare

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 IXJ and DAVA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

IXJ

DAVA

Popularity

Low

N/A

Pearlers invested

241

0

Median incremental investment

$1,000.00

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,695.72

$0

Average age group

26 - 35

N/A


Key Summary

IXJ

DAVA

Strategy

IXJ.AX was created on 2001-11-13 by iShares. The fund's investment portfolio concentrates primarily on health care equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of global biotechnology, healthcare, medical equipment and pharmaceuticals companies and may include large-, mid- or smallcapitalisation stocks

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

Eli Lilly and Company (8.25 %)

UnitedHealth Group Incorporated (5.81 %)

Johnson & Johnson (4.72 %)

Dimensional Australian Value Trust - Active ETF (100 %)

Top 3 industries

Other (99.98 %)

Communication Services (0.02 %)

Top 3 countries

United States (99.97 %)

Management fee

0.46 %

0.336 %


Key Summary

IXJ

DAVA

Issuer

iShares

Dimensional

Tracking index

S&P Global 1200 Healthcare Sector Index - AUD

Asset class

ETF

ETF

Management fee

0.46 %

0.336 %

Price

$141.31

$27.39

Size

$1.380 billion

N/A

10Y return

128.27 %

N/A

Annual distribution/โ€Šdividend yield (5Y)

1.26 %

0.36 %

Market

ASX

ASX

First listed date

11/03/2009

18/08/2024

Purchase fee

$6.50

$6.50


Community Stats

IXJ

DAVA

Popularity

Low

N/A

Pearlers invested

241

0

Median incremental investment

$1,000.00

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,695.72

$0

Average age group

26 - 35

N/A


Pros and Cons

IXJ

DAVA

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

IXJ

DAVA

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

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