Compare AU
Compare DVDY vs. IGB
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 Morningstar Australian Moat Income ETF (DVDY) and the iShares Treasury ETF (IGB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DVDY | IGB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 52 | 4 |
Median incremental investment | $650.00 | $836.78 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,329.63 | $1,940.06 |
Average age group | > 35 | 26 - 35 |
Key Summary
DVDY | IGB | |
|---|---|---|
Strategy | DVDY.AX was created on 2020-09-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. | IGB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 401.22m in AUM and 30 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury. |
Top 3 holdings | Medibank Pvt Ltd (5.03 %) Computershare Ltd (4.98 %) Telstra Group Ltd (4.64 %) | AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %) |
Top 3 industries | Industrials (40.50 %) Financials (20.29 %) Real Estate (10.18 %) | Other (99.83 %) Communication Services (0.17 %) |
Top 3 countries | ||
Management fee | 0.35 % | 0.26 % |
Key Summary
DVDY | IGB | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | Morningstar Australia Dividend Yield Focus Index - AUD | Bloomberg AusBond Treasury (0+Y) |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.26 % |
Price | $21.62 | $99.49 |
Size | $59.854 million | $422.457 million |
10Y return | N/A | -7.22 % |
Annual distribution yield (5Y) | 4.87 % | 1.82 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DVDY | IGB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 52 | 4 |
Median incremental investment | $650.00 | $836.78 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,329.63 | $1,940.06 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
DVDY | IGB | |
|---|---|---|
Pros |
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Cons |
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DVDY | IGB |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |