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Compare DFGH vs. HVLU
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 VanEck MSCI International Value (Aud Hedged) ETF (HVLU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DFGH | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 1 |
Median incremental investment | $3,039.50 | $6,000.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $31,975.81 | $677.20 |
Average age group | 26 - 35 | > 35 |
Key Summary
DFGH | HVLU | |
|---|---|---|
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. | HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. |
Top 3 holdings | NVIDIA Corp (4.85 %) Apple Inc (3.87 %) Microsoft Corp (3.09 %) | VanEck MSCI Intl Val ETF (99.44 %) |
Top 3 industries | Information Technology (62.57 %) Communication Services (13.21 %) Consumer Discretionary (11.87 %) | |
Top 3 countries | ||
Management fee | 0.361 % | 0.29 % |
Key Summary
DFGH | HVLU | |
|---|---|---|
Issuer | Dimensional | VanEck |
Tracking index | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.361 % | 0.29 % |
Price | $40.60 | $33.97 |
Size | N/A | $52.043 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.01 % | 3.73 % |
Market | ASX | ASX |
First listed date | 12/11/2023 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DFGH | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 1 |
Median incremental investment | $3,039.50 | $6,000.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $31,975.81 | $677.20 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DFGH | HVLU | |
|---|---|---|
Pros |
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Cons |
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DFGH | HVLU |
|---|---|
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |