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Compare PLUS 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 Corporate Bond Plus ETF (PLUS) 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
PLUS | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 9 |
Median incremental investment | $9,993.50 | $6,493.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,134.06 | $5,972.70 |
Average age group | > 35 | 26 - 35 |
Key Summary
PLUS | DGVA | |
|---|---|---|
Strategy | PLUS.AX was created on 2017-05-09 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 358.17m in AUM and 166 holdings. PLUS.AX invests in a diversified portfolio of Australian dollar denominated bonds consisting predominantly of the highest yielding investment grade corporate bonds issued in Australia with the aim of providing investment returns (before fees and other costs) that track the performance of the Markit iBoxx AUD Corporates Yield Plus Index. | 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 | Scentre Group Trust 1 (1.90 %) AusNet Services Holdings Pty Ltd. (1.84 %) Credit Agricole S.A. (1.78 %) | JPMorgan Chase & Co (2.84 %) Micron Technology Inc (2.64 %) Exxon Mobil Corp (2.31 %) |
Top 3 industries | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) | |
Top 3 countries | United States (69.68 %) Japan (6.36 %) United Kingdom of Great Britain and Northern Ireland (4.08 %) | |
Management fee | 0.32 % | 0 % |
Key Summary
PLUS | DGVA | |
|---|---|---|
Issuer | VanEck | Dimensional |
Tracking index | Markit iBoxx AUD Corporates Yield Plus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0 % |
Price | $16.71 | $27.78 |
Size | $359.019 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.00 % | 3.09 % |
Market | ASX | ASX |
First listed date | 11/05/2017 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
PLUS | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 9 |
Median incremental investment | $9,993.50 | $6,493.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,134.06 | $5,972.70 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
PLUS | DGVA | |
|---|---|---|
Pros |
| |
Cons |
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PLUS | DGVA |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |