Compare AU

Compare DFGH vs. RCAP

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

Community Stats

DFGH

RCAP

Popularity

Low

Low

Pearlers invested

5

3

Median incremental investment

$14,027.90

$6,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$15,159.33

$9,879.43

Average age group

26 - 35

> 35


Key Summary

DFGH

RCAP

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.

RCAP.AX was created on 2022-02-22 by Resolution Capital. The fund's investment portfolio concentrates primarily on real estate equity. The Fund aims to achieve an annual total return that exceeds the total return of the Benchmark after fees on a rolling 3 year basis

Top 3 holdings

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

Welltower Inc (8.78 %)

Digital Realty Trust Inc (7.11 %)

Equinix Inc (6.88 %)

Top 3 industries

Real Estate (100.00 %)

Top 3 countries

United States (60.84 %)

United Kingdom of Great Britain and Northern Ireland (11.25 %)

France (6.53 %)

Management fee

0.361 %

0.8 %


Key Summary

DFGH

RCAP

Issuer

Dimensional

Resolution Capital

Tracking index

Asset class

ETF

ETF

Management fee

0.361 %

0.8 %

Price

$35.01

$1.63

Size

N/A

N/A

10Y return

N/A

8.87 %

Annual dividend/โ€Šdistribution yield (5Y)

0.00 %

1.59 %

Market

ASX

ASX

First listed date

12/11/2023

21/02/2022

Purchase fee

$6.50

$6.50


Community Stats

DFGH

RCAP

Popularity

Low

Low

Pearlers invested

5

3

Median incremental investment

$14,027.90

$6,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$15,159.33

$9,879.43

Average age group

26 - 35

> 35


Pros and Cons

DFGH

RCAP

Pros

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

DFGH

RCAP

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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