Compare AU
Compare MTUM 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, shares are a popular choice. Two options in the ASX are MTUM and DAVA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MTUM | DAVA | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 2 | 0 |
Median incremental investment | $504.00 | $0 |
Median investment frequency | Quarterly | N/A |
Median total investment | $583.30 | $0 |
Average age group | 26 - 35 | N/A |
Key Summary
MTUM | DAVA | |
|---|---|---|
Strategy | N/A | 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 | BetaShares Australian Momentum ETF (100 %) | Dimensional Australian Value Trust - Active ETF (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0 % | 0.336 % |
Key Summary
MTUM | DAVA | |
|---|---|---|
Issuer | Dimensional | |
Tracking index | ||
Asset class | Stock | ETF |
Management fee | 0 % | 0.336 % |
Price | $27.13 | $27.11 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | - % | 0.36 % |
Market | ASX | ASX |
First listed date | 23/07/2024 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MTUM | DAVA | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 2 | 0 |
Median incremental investment | $504.00 | $0 |
Median investment frequency | Quarterly | N/A |
Median total investment | $583.30 | $0 |
Average age group | 26 - 35 | N/A |
Pros and Cons
MTUM | DAVA | |
|---|---|---|
Pros |
| |
Cons |
|
MTUM | DAVA |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower dividend/distribution yield | Higher dividend/distribution yield |