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Compare MICH 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 Magellan Infra Fund (Currency Hedged) - Active ETF (MICH) 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
MICH | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 5 |
Median incremental investment | $1,143.63 | $6,243.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,158.30 | $3,074.50 |
Average age group | > 35 | 26 - 35 |
Key Summary
MICH | DGVA | |
|---|---|---|
Strategy | MICH.AX was created on 2016-07-19 by Magellan. The fund's investment portfolio concentrates primarily on theme equity. To achieve attractive risk adjusted returns over the medium to long-term, While reducing the risk of permanent capital loss | 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 | Aena SME SA (6.47 %) Severn Trent PLC (6.10 %) Cellnex Telecom SA (5.06 %) | JPMorgan Chase & Co (3.04 %) Micron Technology Inc (2.79 %) Exxon Mobil Corp (2.25 %) |
Top 3 industries | Utilities (46.48 %) Industrials (29.85 %) Other (13.74 %) | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) |
Top 3 countries | United States (32.82 %) United Kingdom of Great Britain and Northern Ireland (14.18 %) Spain (13.23 %) | United States (69.68 %) Japan (6.36 %) United Kingdom of Great Britain and Northern Ireland (4.08 %) |
Management fee | 1.05 % | 0 % |
Key Summary
MICH | DGVA | |
|---|---|---|
Issuer | Magellan | Dimensional |
Tracking index | S&P Global Infrastructure Hedged to USD Index | |
Asset class | ETF | ETF |
Management fee | 1.05 % | 0 % |
Price | $3.51 | $27.95 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.03 % | 3.09 % |
Market | ASX | ASX |
First listed date | 22/07/2016 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MICH | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 5 |
Median incremental investment | $1,143.63 | $6,243.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,158.30 | $3,074.50 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MICH | DGVA | |
|---|---|---|
Pros |
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Cons |
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MICH | DGVA |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |