Compare AU

Compare DFGH vs. AQLT

Compare shares and ETFs on the ASX that you can trade on Pearler.

Dimensional Global Core Equity Trust Aud Hedged - Active ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are DFGH and AQLT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DFGH

AQLT

Popularity

Low

Low

Pearlers invested

5

37

Median incremental investment

$14,027.90

$3,500.00

Median investment frequency

Monthly

Monthly

Median total investment

$15,159.33

$5,217.08

Average age group

26 - 35

> 35


Key Summary

DFGH

AQLT

Strategy

DFGH.AX was created on 2008-12-09 by Dimensional. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of securities associated with approved developed markets (excluding Australia), with increased emphasis on higher expected return securities relative to a Market Capitalisation Weighted portfolio.

AQLT.AX was created on 2022-04-04 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. AQLT.AX aims to track an index (before fees and expenses) that comprises 40 high quality companies, selected based on three quality metrics high return on equity, low leverage and relative earnings stability.

Top 3 holdings

Dimensional Global Core Equity Trust Aud Hedged - Active ETF (100 %)

SPI 200 FUTURES SEP24 (0 %)

TELSTRA GROUP LTD (6.82 %)

COMMONWEALTH BANK OF AUSTRALIA (6.09 %)

Top 3 industries

Financials (37.43 %)

Materials (13.28 %)

Consumer Discretionary (10.82 %)

Top 3 countries

Australia (95.56 %)

United States (3.31 %)

China (1.13 %)

Management fee

0.361 %

0.35 %


Key Summary

DFGH

AQLT

Issuer

Dimensional

BetaShares

Tracking index

Solactive Australia 200 Index - AUD

Asset class

ETF

ETF

Management fee

0.361 %

0.35 %

Price

$35.01

$31.24

Size

N/A

$336.465 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

0.00 %

2.12 %

Market

ASX

ASX

First listed date

12/11/2023

05/04/2022

Purchase fee

$6.50

$6.50


Community Stats

DFGH

AQLT

Popularity

Low

Low

Pearlers invested

5

37

Median incremental investment

$14,027.90

$3,500.00

Median investment frequency

Monthly

Monthly

Median total investment

$15,159.33

$5,217.08

Average age group

26 - 35

> 35


Pros and Cons

DFGH

AQLT

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

DFGH

AQLT

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower distribution yield

Higher distribution yield

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