Compare AU
Compare YMAX 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, shares and ETFs are a popular choice. Two options in the ASX are YMAX and DGVA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 1 |
Median incremental investment | $1,500.00 | $24,525.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,719.17 | $24,407.35 |
Average age group | > 35 | < 26 |
Key Summary
YMAX | DGVA | |
|---|---|---|
Strategy | YMAX.AX was created on 2012-11-22 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. YMAX.AX aims to generate attractive quarterly income and reduce the volatility of portfolio returns by implementing an equity income investment strategy over a portfolio of the 20 largest blue-chip shares listed on the ASX. YMAX.AX does not aim to track an 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 | ANZ AU 01/16/25 C29.5 (0 %) ALL AU 01/16/25 C71 (0 %) AS51 01/16/25 C8325 (0 %) | Dimensional Global Value Trust - Active ETF (100 %) |
Top 3 industries | Financials (44.72 %) Materials (18.61 %) Health Care (8.95 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.76 % | 0 % |
Key Summary
YMAX | DGVA | |
|---|---|---|
Issuer | BetaShares | Dimensional |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.76 % | 0 % |
Price | $7.79 | $24.53 |
Size | $522.280 million | N/A |
10Y return | -27.94 % | N/A |
Annual distribution/ dividend yield (5Y) | 10.30 % | 0.16 % |
Market | ASX | ASX |
First listed date | 26/11/2012 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 1 |
Median incremental investment | $1,500.00 | $24,525.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,719.17 | $24,407.35 |
Average age group | > 35 | < 26 |
Pros and Cons
YMAX | DGVA | |
|---|---|---|
Pros |
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Cons |
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YMAX | DGVA |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |