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Compare QUS 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 Betashares S&P 500 Equal Weight ETF (QUS) 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
QUS | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 86 | 5 |
Median incremental investment | $1,084.96 | $6,243.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $6,595.58 | $2,983.20 |
Average age group | > 35 | 26 - 35 |
Key Summary
QUS | DGVA | |
|---|---|---|
Strategy | QUS.AX was created on 2014-12-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. QUS.AX aims to track the performance of the S&P 500 Equal Weight Index (before fees and expenses). The Index provides exposure to 500 leading listed U.S. companies, with each holding in the index weighted equally. | 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 | WESTERN DIGITAL CORP (0.29 %) ARISTA NETWORKS INC (0.28 %) INVESCO LTD (0.28 %) | JPMorgan Chase & Co (3.04 %) Micron Technology Inc (2.79 %) Exxon Mobil Corp (2.25 %) |
Top 3 industries | Industrials (15.79 %) Financials (14.65 %) Information Technology (13.66 %) | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) |
Top 3 countries | United States (98.80 %) Switzerland (0.41 %) Ireland (0.21 %) | United States (69.68 %) Japan (6.36 %) United Kingdom of Great Britain and Northern Ireland (4.08 %) |
Management fee | 0.29 % | 0 % |
Key Summary
QUS | DGVA | |
|---|---|---|
Issuer | BetaShares | Dimensional |
Tracking index | S&P 500 Equal Weighted | |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0 % |
Price | $51.73 | $27.12 |
Size | $1.024 billion | N/A |
10Y return | 96.32 % | N/A |
Annual distribution yield (5Y) | 3.59 % | 3.09 % |
Market | ASX | ASX |
First listed date | 19/12/2014 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QUS | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 86 | 5 |
Median incremental investment | $1,084.96 | $6,243.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $6,595.58 | $2,983.20 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
QUS | DGVA | |
|---|---|---|
Pros |
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Cons |
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QUS | DGVA |
|---|---|
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 |