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Compare MVW 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 Australian Equal Weight ETF (MVW) 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
MVW | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 264 | 1 |
Median incremental investment | $845.32 | $7,234.78 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,103.36 | $32,448.72 |
Average age group | > 35 | < 26 |
Key Summary
MVW | DGVA | |
|---|---|---|
Strategy | The fund seeks to track the performance of the MVIS Australia Equal Weight Index before additional fees. | 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 | Lynas Rare Earths Ltd (1.99 %) Whitehaven Coal Ltd (1.65 %) Santos Ltd (1.60 %) | JPMorgan Chase & Co (3.63 %) Exxon Mobil Corp (2.16 %) Johnson & Johnson (1.50 %) |
Top 3 industries | Materials (40.89 %) Energy (29.90 %) Health Care (19.71 %) | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) |
Top 3 countries | Australia (97.03 %) United States (2.97 %) | |
Management fee | 0.35 % | 0 % |
Key Summary
MVW | DGVA | |
|---|---|---|
Issuer | VanEck | Dimensional |
Tracking index | MVIS Australia Equal Weight Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0 % |
Price | $40.18 | $25.83 |
Size | $2.984 billion | N/A |
10Y return | 86.80 % | N/A |
Annual distribution yield (5Y) | 3.59 % | 2.61 % |
Market | ASX | ASX |
First listed date | 06/03/2014 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVW | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 264 | 1 |
Median incremental investment | $845.32 | $7,234.78 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,103.36 | $32,448.72 |
Average age group | > 35 | < 26 |
Pros and Cons
MVW | DGVA | |
|---|---|---|
Pros |
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Cons |
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MVW | 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 |