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Compare DFGH vs. GIVE
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 Dimensional Global Core Equity Trust Aud Hedged - Active ETF (DFGH) and the Perpetual Esg Australian Share Active ETF (GIVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DFGH | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 2 |
Median incremental investment | $3,011.18 | $768.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $34,491.66 | $3,697.40 |
Average age group | > 35 | > 35 |
Key Summary
DFGH | GIVE | |
|---|---|---|
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. | GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. |
Top 3 holdings | NVIDIA Corp (3.78 %) Apple Inc (3.36 %) Microsoft Corp (2.41 %) | Deterra Royalties Ltd Ordinary Shares (7.96 %) GPT Group (6.28 %) Reliance Worldwide Corp Ltd (6.11 %) |
Top 3 industries | Information Technology (62.57 %) Communication Services (13.21 %) Consumer Discretionary (11.87 %) | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) |
Top 3 countries | United States (72.57 %) Japan (6.46 %) Canada (3.58 %) | Australia (79.03 %) United States (9.28 %) United Kingdom of Great Britain and Northern Ireland (7.83 %) |
Management fee | 0.361 % | 0.65 % |
Key Summary
DFGH | GIVE | |
|---|---|---|
Issuer | Dimensional | Perpetual |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.361 % | 0.65 % |
Price | $40.82 | $2.78 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.01 % | 9.52 % |
Market | ASX | ASX |
First listed date | 12/11/2023 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DFGH | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 2 |
Median incremental investment | $3,011.18 | $768.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $34,491.66 | $3,697.40 |
Average age group | > 35 | > 35 |
Pros and Cons
DFGH | GIVE | |
|---|---|---|
Pros |
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Cons |
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DFGH | GIVE |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |