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Compare DFGH vs. R3AL
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 Clearbridge Real Income Fund - Active ETF (R3AL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DFGH | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 12 | 0 |
Median incremental investment | $3,066.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $33,874.64 | $0 |
Average age group | 26 - 35 | N/A |
Key Summary
DFGH | R3AL | |
|---|---|---|
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. | R3AL.AX was created on 2010-11-17 by Martin Currie. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 493.45m in AUM and 40 holdings. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index yield and to grow this income above the rate of Inflation. |
Top 3 holdings | NVIDIA Corp (4.85 %) Apple Inc (3.87 %) Microsoft Corp (3.09 %) | Scentre Group (6.59 %) APA Group (5.84 %) Chorus Ltd (5.28 %) |
Top 3 industries | Information Technology (62.57 %) Communication Services (13.21 %) Consumer Discretionary (11.87 %) | Real Estate (61.04 %) Industrials (20.02 %) Utilities (10.96 %) |
Top 3 countries | ||
Management fee | 0.361 % | 0 % |
Key Summary
DFGH | R3AL | |
|---|---|---|
Issuer | Dimensional | Martin Currie |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0.361 % | 0 % |
Price | $41.11 | $1.615 |
Size | N/A | $492.238 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.01 % | 3.74 % |
Market | ASX | ASX |
First listed date | 12/11/2023 | 27/01/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DFGH | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 12 | 0 |
Median incremental investment | $3,066.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $33,874.64 | $0 |
Average age group | 26 - 35 | N/A |
Pros and Cons
DFGH | R3AL | |
|---|---|---|
Pros |
| |
Cons |
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DFGH | R3AL |
|---|---|
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |