Back
Compare AU
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 | 265 | 1 |
Median incremental investment | $843.50 | $7,234.78 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,152.00 | $32,919.36 |
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 (2.29 %) Origin Energy Ltd (1.62 %) Santos Ltd (1.59 %) | JPMorgan Chase & Co (3.67 %) Exxon Mobil Corp (2.21 %) Johnson & Johnson (1.60 %) |
Top 3 industries | Materials (32.40 %) Energy (30.06 %) Consumer Staples (19.56 %) | 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 | $40.25 | $25.88 |
Size | $3.114 billion | N/A |
10Y return | 93.42 % | 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 | 265 | 1 |
Median incremental investment | $843.50 | $7,234.78 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,152.00 | $32,919.36 |
Average age group | > 35 | < 26 |
Pros and Cons
MVW | DGVA | |
|---|---|---|
Pros |
|
|
Cons |
|
|
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 |