Compare AU

Compare DFGH vs. UYLD

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

Community Stats

DFGH

UYLD

Popularity

Low

Low

Pearlers invested

2

4

Median incremental investment

$18,904.33

$1,865.25

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$21,045.00

$19,151.10

Average age group

26 - 35

> 35


Key Summary

DFGH

UYLD

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.

UYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the Cboe S&P 500 BuyWrite Index.

Top 3 holdings

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

Apple Inc (7.16 %)

NVIDIA Corp (7.00 %)

Microsoft Corp (6.44 %)

Top 3 industries

Information Technology (63.38 %)

Consumer Discretionary (14.41 %)

Communication Services (12.80 %)

Top 3 countries

Management fee

0.361 %

0.6 %


Key Summary

DFGH

UYLD

Issuer

Dimensional

Global X

Tracking index

CBOE S&P 500 BuyWrite Index

Asset class

ETF

ETF

Management fee

0.361 %

0.6 %

Price

$34.50

$11.07

Size

N/A

$4.990 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

0.00 %

2.72 %

Market

ASX

ASX

First listed date

12/11/2023

31/01/2023

Purchase fee

$6.50

$6.50


Community Stats

DFGH

UYLD

Popularity

Low

Low

Pearlers invested

2

4

Median incremental investment

$18,904.33

$1,865.25

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$21,045.00

$19,151.10

Average age group

26 - 35

> 35


Pros and Cons

DFGH

UYLD

Pros

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Higher management fee

DFGH

UYLD

Lower management fee

Higher management fee

Lower distribution yield

Higher distribution yield

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