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Compare MVE 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 VanEck S&P/ASX Midcap ETF (MVE) 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
MVE | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 1 |
Median incremental investment | $829.48 | $6,243.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,066.17 | $33,911.52 |
Average age group | > 35 | < 26 |
Key Summary
MVE | DGVA | |
|---|---|---|
Strategy | MVE.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund is designed to capture the performance of the 50 midcap companies listed on ASX having Market Capitalisation ranking from 51 to 100. | 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 | Washington H Soul Pattinson and Co Ltd (3.97 %) Lynas Rare Earths Ltd (3.54 %) Life360 Inc Chess Depository Interest (3.32 %) | JPMorgan Chase & Co (3.60 %) Exxon Mobil Corp (2.06 %) Johnson & Johnson (1.66 %) |
Top 3 industries | Materials (20.27 %) Consumer Discretionary (20.22 %) Real Estate (18.54 %) | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) |
Top 3 countries | Australia (94.11 %) New Zealand (3.28 %) United States (2.61 %) | |
Management fee | 0.45 % | 0 % |
Key Summary
MVE | DGVA | |
|---|---|---|
Issuer | VanEck | Dimensional |
Tracking index | S&P/ASX Midcap 50 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0 % |
Price | $44.93 | $26.66 |
Size | $443.386 million | N/A |
10Y return | 142.34 % | N/A |
Annual distribution yield (5Y) | 2.77 % | 2.61 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVE | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 1 |
Median incremental investment | $829.48 | $6,243.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,066.17 | $33,911.52 |
Average age group | > 35 | < 26 |
Pros and Cons
MVE | DGVA | |
|---|---|---|
Pros |
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Cons |
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MVE | DGVA |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |