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Compare OPPT vs. DVDY
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 Global Opportunities Fund - Active ETF (OPPT) and the VanEck Morningstar Australian Moat Income ETF (DVDY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OPPT | DVDY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 50 |
Median incremental investment | $0 | $657.09 |
Median investment frequency | N/A | Monthly |
Median total investment | $4,500.59 | $922.45 |
Average age group | > 35 | > 35 |
Key Summary
OPPT | DVDY | |
|---|---|---|
Strategy | OPPT.AX was created on 2019-10-11 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. To outperform the MSCI World Net Total Return Index (AUD) net of fees over periods of three years or longer. | DVDY.AX was created on 2020-09-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 30.89m in AUM and 26 holdings. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. |
Top 3 holdings | Microsoft Corp (8.00 %) Amazon.com Inc (7.38 %) Mastercard Inc Class A (5.98 %) | Woolworths Group Ltd (5.49 %) Telstra Group Ltd (4.77 %) APA Group (4.60 %) |
Top 3 industries | Consumer Discretionary (29.55 %) Financials (20.59 %) Health Care (19.39 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0 % | 0.35 % |
Key Summary
OPPT | DVDY | |
|---|---|---|
Issuer | Magellan | VanEck |
Tracking index | MSCI World Index | Morningstar Australia Dividend Yield Focus Index - AUD |
Asset class | ETF | ETF |
Management fee | 0 % | 0.35 % |
Price | $1.545 | $19.42 |
Size | N/A | $30.995 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.83 % | 4.32 % |
Market | ASX | ASX |
First listed date | 30/08/2021 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OPPT | DVDY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 50 |
Median incremental investment | $0 | $657.09 |
Median investment frequency | N/A | Monthly |
Median total investment | $4,500.59 | $922.45 |
Average age group | > 35 | > 35 |
Pros and Cons
OPPT | DVDY | |
|---|---|---|
Pros |
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Cons |
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OPPT | DVDY |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |