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Compare DFGH vs. IHEB
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 IHEB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DFGH | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 3 |
Median incremental investment | $3,093.50 | $2,649.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $29,011.13 | $8,016.32 |
Average age group | 26 - 35 | > 35 |
Key Summary
DFGH | IHEB | |
|---|---|---|
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. | IHEB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The fund aims to provide investors with the performance of the J.P. Morgan EMBI Global Core Index (AUD Hedged), before fees and expenses. The index is designed to measure the AUD hedged performance of U.S. dollar denominated fixed and/or floating rate emerging market bonds issued by sovereign and quasi-sovereign entities. |
Top 3 holdings | NVIDIA Corp (4.19 %) Microsoft Corp (3.29 %) Apple Inc (3.25 %) | iShares J.P. Morgan Usd Emerging Markets (Aud Hedged) ETF (100 %) |
Top 3 industries | Information Technology (62.57 %) Communication Services (13.21 %) Consumer Discretionary (11.87 %) | Other (98.67 %) Communication Services (1.33 %) |
Top 3 countries | ||
Management fee | 0.361 % | 0.51 % |
Key Summary
DFGH | IHEB | |
|---|---|---|
Issuer | Dimensional | iShares |
Tracking index | J.P. Morgan EMBI Global Core Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.361 % | 0.51 % |
Price | $38.63 | $77.08 |
Size | N/A | $107.564 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 0.01 % | 5.75 % |
Market | ASX | ASX |
First listed date | 12/11/2023 | 09/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DFGH | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 3 |
Median incremental investment | $3,093.50 | $2,649.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $29,011.13 | $8,016.32 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DFGH | IHEB | |
|---|---|---|
Pros |
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Cons |
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DFGH | IHEB |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |