Compare AU

Compare DFGH vs. IVV

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 IVV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DFGH

IVV

Popularity

Low

High

Pearlers invested

3

11,774

Median incremental investment

$14,027.90

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$15,510.06

$2,914.56

Average age group

26 - 35

26 - 35


Key Summary

DFGH

IVV

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.

iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market.

Top 3 holdings

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

Microsoft Corporation (6.95 %)

Apple, Inc. (5.75 %)

NVIDIA Corporation (5.10 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.00 %)

Top 3 countries

United States (99.92 %)

Management fee

0.361 %

0.04 %


Key Summary

DFGH

IVV

Issuer

Dimensional

iShares

Tracking index

S&P 500 - AUD

Asset class

ETF

ETF

Management fee

0.361 %

0.04 %

Price

$35.82

$60.72

Size

N/A

$9.314 billion

10Y return

N/A

284.86 %

Annual dividend/ distribution yield (5Y)

0.00 %

13.82 %

Market

ASX

ASX

First listed date

12/11/2023

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

DFGH

IVV

Popularity

Low

High

Pearlers invested

3

11,774

Median incremental investment

$14,027.90

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$15,510.06

$2,914.56

Average age group

26 - 35

26 - 35


Pros and Cons

DFGH

IVV

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

DFGH

IVV

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

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