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Compare VLC 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 Vanguard MSCI Australian Large Companies Index ETF (VLC) 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
VLC | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 62 | 15 |
Median incremental investment | $1,000.00 | $8,114.14 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,872.04 | $11,158.05 |
Average age group | > 35 | > 35 |
Key Summary
VLC | DGVA | |
|---|---|---|
Strategy | VLC.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on large cap equity. To closely track the MSCI Australian Shares Large Cap Index, the Fund will hold all of the securities in the 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 | BHP Group Ltd. (17.50 %) Commonwealth Bank of Australia (13.40 %) CSL Ltd. (9.73 %) | Micron Technology Inc (6.89 %) Amazon.com Inc (3.14 %) JPMorgan Chase & Co (2.89 %) |
Top 3 industries | Financials (36.62 %) Materials (25.30 %) Health Care (9.73 %) | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) |
Top 3 countries | Australia (100.00 %) | United States (69.68 %) Japan (6.36 %) United Kingdom of Great Britain and Northern Ireland (4.08 %) |
Management fee | 0.2 % | 0 % |
Key Summary
VLC | DGVA | |
|---|---|---|
Issuer | Vanguard | Dimensional |
Tracking index | MSCI Australian Shares Large Cap Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0 % |
Price | $94.44 | $30.57 |
Size | $320.225 million | N/A |
10Y return | 61.91 % | N/A |
Annual distribution yield (5Y) | 5.30 % | 3.25 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VLC | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 62 | 15 |
Median incremental investment | $1,000.00 | $8,114.14 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,872.04 | $11,158.05 |
Average age group | > 35 | > 35 |
Pros and Cons
VLC | DGVA | |
|---|---|---|
Pros |
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Cons |
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VLC | DGVA |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |