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Compare DFGH vs. MVS
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 Small Companies Masters ETF (MVS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DFGH | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 11 |
Median incremental investment | $3,066.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $39,661.20 | $1,523.04 |
Average age group | > 35 | > 35 |
Key Summary
DFGH | MVS | |
|---|---|---|
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. | MVS.AX was created on 2015-05-26 by VanEck. The fund's investment portfolio concentrates primarily on small cap equity. The Fund gives investors exposure to a portfolio that only includes the most liquid small-cap ASX-listed companies that generate revenues in Australia and did not omit their latest dividend payment. |
Top 3 holdings | NVIDIA Corp (3.98 %) Apple Inc (3.46 %) Microsoft Corp (2.47 %) | Zip Co Ltd (2.48 %) Tasmea Ltd Ordinary Fully Paid (2.35 %) Elsight Ltd (2.04 %) |
Top 3 industries | Information Technology (62.57 %) Communication Services (13.21 %) Consumer Discretionary (11.87 %) | Materials (29.84 %) Industrials (20.16 %) Information Technology (19.89 %) |
Top 3 countries | United States (72.57 %) Japan (6.46 %) Canada (3.58 %) | Australia (98.81 %) New Zealand (1.19 %) |
Management fee | 0.361 % | 0.49 % |
Key Summary
DFGH | MVS | |
|---|---|---|
Issuer | Dimensional | VanEck |
Tracking index | MVIS Australia Small-Cap Dividend Payers Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.361 % | 0.49 % |
Price | $43.90 | $20.14 |
Size | N/A | $204.806 million |
10Y return | N/A | 18.54 % |
Annual distribution yield (5Y) | 0.01 % | 3.80 % |
Market | ASX | ASX |
First listed date | 12/11/2023 | 28/05/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DFGH | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 11 |
Median incremental investment | $3,066.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $39,661.20 | $1,523.04 |
Average age group | > 35 | > 35 |
Pros and Cons
DFGH | MVS | |
|---|---|---|
Pros |
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Cons |
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DFGH | MVS |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |