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Compare LEVR vs. DVDY
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 First Sentier Geared Australian Share Complex ETF (LEVR) and the VanEck Morningstar Australian Moat Income ETF (DVDY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LEVR | DVDY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 51 |
Median incremental investment | $3,056.34 | $654.51 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,736.09 | $1,000.80 |
Average age group | 26 - 35 | > 35 |
Key Summary
LEVR | DVDY | |
|---|---|---|
Strategy | LEVR.AX was created on 2023-09-25 by First Sentier. The fund's investment portfolio concentrates primarily on large cap equity. To magnify long-term returns from capital growth by borrowing to invest in large Australian companies. The Fund aims to outperform the S&P/ASX 100 Accumulation Index over rolling seven-year periods before fees and taxes. | DVDY.AX was created on 2020-09-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 41.27m in AUM and 26 holdings. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. |
Top 3 holdings | Commonwealth Bank of Australia (12.80 %) BHP Group Ltd (8.87 %) National Australia Bank Ltd (6.76 %) | Nick Scali Ltd (5.06 %) Charter Hall Group (4.72 %) APA Group (4.56 %) |
Top 3 industries | Financials (44.89 %) Materials (16.30 %) Health Care (11.85 %) | Consumer Discretionary (29.55 %) Financials (20.59 %) Health Care (19.39 %) |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0 % | 0.35 % |
Key Summary
LEVR | DVDY | |
|---|---|---|
Issuer | First Sentier | VanEck |
Tracking index | Morningstar Australia Dividend Yield Focus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.35 % |
Price | $1.465 | $22.13 |
Size | N/A | $36.385 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.50 % | 4.09 % |
Market | ASX | ASX |
First listed date | 14/05/2025 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LEVR | DVDY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 51 |
Median incremental investment | $3,056.34 | $654.51 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,736.09 | $1,000.80 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
LEVR | DVDY | |
|---|---|---|
Pros |
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Cons |
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LEVR | DVDY |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |