Compare AU
Compare DFGH vs. IOZ
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 IOZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DFGH | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 700 |
Median incremental investment | $14,027.90 | $1,007.53 |
Median investment frequency | Monthly | Monthly |
Median total investment | $15,159.33 | $2,373.09 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
DFGH | IOZ | |
|---|---|---|
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. | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. |
Top 3 holdings | Dimensional Global Core Equity Trust Aud Hedged - Active ETF (100 %) | COMMONWEALTH BANK OF AUSTRALIA (9.67 %) BHP GROUP LTD (8.63 %) CSL LTD (5.87 %) |
Top 3 industries | Financials (32.62 %) Materials (18.81 %) Health Care (8.87 %) | |
Top 3 countries | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | |
Management fee | 0.361 % | 0.05 % |
Key Summary
DFGH | IOZ | |
|---|---|---|
Issuer | Dimensional | iShares |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0.361 % | 0.05 % |
Price | $35.01 | $33.19 |
Size | N/A | $6.218 billion |
10Y return | N/A | 39.40 % |
Annual dividend/ distribution yield (5Y) | 0.00 % | 5.36 % |
Market | ASX | ASX |
First listed date | 12/11/2023 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DFGH | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 700 |
Median incremental investment | $14,027.90 | $1,007.53 |
Median investment frequency | Monthly | Monthly |
Median total investment | $15,159.33 | $2,373.09 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
DFGH | IOZ | |
|---|---|---|
Pros |
| |
Cons |
|
DFGH | IOZ |
|---|---|
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 price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |