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Compare VESG vs. DAVA
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 Vanguard Ethically Conscious International Shares Index ETF (VESG) and the Dimensional Australian Value Trust - Active ETF (DAVA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VESG | DAVA | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 2,752 | 9 |
Median incremental investment | $990.50 | $3,593.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,955.68 | $2,529.60 |
Average age group | 26 - 35 | > 35 |
Key Summary
VESG | DAVA | |
|---|---|---|
Strategy | VESG seeks to track the performance of the FTSE Developed ex-Australia Choice Index (with dividends reinvested) before considering any additional fees, expenses, and taxes. | DAVA.AX was created on 1999-06-10 by Dimensional. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Trust is to provide long-term capital growth by gaining exposure to a diversified portfolio of Value Companies listed in Australia. |
Top 3 holdings | Apple Inc. (5.54 %) Microsoft Corp. (4.67 %) Amazon.com Inc. (2.10 %) | Westpac Banking Corp (10.27 %) National Australia Bank Ltd (10.17 %) ANZ Group Holdings Ltd (8.74 %) |
Top 3 industries | Information Technology (26.14 %) Health Care (16.64 %) Financials (15.14 %) | Financials (64.43 %) Materials (24.53 %) Communication Services (5.56 %) |
Top 3 countries | United States (73.05 %) Japan (6.22 %) Switzerland (2.78 %) | Australia (100.00 %) |
Management fee | 0.18 % | 0.336 % |
Key Summary
VESG | DAVA | |
|---|---|---|
Issuer | Vanguard | Dimensional |
Tracking index | FTSE Developed ex Australia Choice Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.336 % |
Price | $101.92 | $31.62 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.61 % | 4.60 % |
Market | ASX | ASX |
First listed date | 13/09/2018 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VESG | DAVA | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 2,752 | 9 |
Median incremental investment | $990.50 | $3,593.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,955.68 | $2,529.60 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
VESG | DAVA | |
|---|---|---|
Pros |
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Cons |
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VESG | DAVA |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |