IVLU vs DGVA - Compare ETFs side by side

At a glance

Comparing IVLU and DGVA. IVLU has the lower management fee at 0.3% a year, IVLU has the higher 1 year return at 46.5% a year, and IVLU offers the higher at 6.77%.

Lower fee

IVLU 0.3% p.a.

Higher 1 year return

IVLU 46.5% p.a.

Higher yield

IVLU 6.77%

Larger fund

DGVA $1.2bn

Side-by-side comparison

Metric	IVLU iShares MSCI International Value Factor ETF	DGVA Dimensional Global Value Trust - Active ETF
Snapshot
Provider	iShares	—
Tracks index	MSCI World ex USA Enhanced Value Index	MSCI World ex Australia Index
Categories	Intl, Factor, Value	Intl, Factor, Value
Listed since	2015 (11 yrs)	2024 (2 yrs)
Fund size (AUM)	$39m	$1.2bn
Cost & income
Management fee	0.3%	0.4%
Dividend yield	6.77%	3.75%
Franking	0%	0%
Turnover	30%	30%
Tax drag	2.89%	1.92%
Returns	Tax bracket - adjusts tax drag & net returns
1-year return	46.5% net	24.3% net
3-year return	—	18.3% net
5-year return	—	15.2% net
10-year return	—	12.8% net
Risk
Volatility (3y)	—	13.9%
Volatility (5y)	—	14.2%
Volatility (10y)	—	—
Sharpe ratio (3y)	—	0.99
Sharpe ratio (5y)	—	0.85
Sharpe ratio (10y)	—	—
Bid/ask spread	—	—

marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.

Each fund at a glance

IVLU iShares MSCI International Value Factor ETF

Top-5% returns over 1 year (14th of 308 ETFs we track).
Low-cost: a 0.3% management fee keeps more of the return in your pocket.

Cheaper alternatives exist: VVLU.

Full IVLU analysis →

DGVA Dimensional Global Value Trust - Active ETF

Top-7% returns over 5 years (13th of 188 ETFs we track).
Low-cost: a 0.4% management fee keeps more of the return in your pocket.

Cheaper alternatives exist: VVLU, IVLU, and DGCE.

Full DGVA analysis →

Frequently Asked Questions

What's the difference between IVLU vs DGVA?

IVLU and DGVA are 2 Australian-listed ETFs we compare side by side. IVLU carries the lower management fee (0.3%). Over 1 year, IVLU has delivered the higher total return (46.5% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - IVLU vs DGVA?

IVLU has the lower management fee at 0.3% a year, versus DGVA 0.4%.

Which has performed higher - IVLU vs DGVA?

Over the past 1 year, IVLU has delivered the higher total return at 46.5% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

IVLU pays the higher at 6.77%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

DGVA is the larger fund by assets ($1.2bn). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

IVLU vs VLUE IVLU vs VVLU IVLU vs IVE IVLU vs HVLU DGVA vs VVLU DGVA vs VLUE DGVA vs DGCE DGVA vs AVSV

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General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.