Compare AU

Compare DFGH vs. VSO

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

Community Stats

DFGH

VSO

Popularity

Low

Low

Pearlers invested

5

231

Median incremental investment

$14,027.90

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$15,691.92

$2,244.80

Average age group

26 - 35

> 35


Key Summary

DFGH

VSO

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.

VSO.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on small cap equity. Vanguard MSCI Australian Small Companies Index ETF seeks to track the return of the MSCI Australian Shares Small Cap Index before taking into account fees, expenses and tax.

Top 3 holdings

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

carsales.com Ltd. (2.47 %)

Atlas Arteria Ltd. (2.42 %)

Allkem Ltd. (2.38 %)

Top 3 industries

Materials (24.32 %)

Industrials (14.76 %)

Financials (12.31 %)

Top 3 countries

Australia (98.99 %)

China (0.62 %)

United States (0.26 %)

Management fee

0.361 %

0.3 %


Key Summary

DFGH

VSO

Issuer

Dimensional

Vanguard

Tracking index

MSCI Australian Shares Small Cap Index - AUD

Asset class

ETF

ETF

Management fee

0.361 %

0.3 %

Price

$36.24

$69.97

Size

N/A

N/A

10Y return

N/A

66.83 %

Annual dividend/ distribution yield (5Y)

0.00 %

5.28 %

Market

ASX

ASX

First listed date

12/11/2023

26/05/2011

Purchase fee

$6.50

$6.50


Community Stats

DFGH

VSO

Popularity

Low

Low

Pearlers invested

5

231

Median incremental investment

$14,027.90

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$15,691.92

$2,244.80

Average age group

26 - 35

> 35


Pros and Cons

DFGH

VSO

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

DFGH

VSO

Lower exposure to AU market

Higher exposure to AU market

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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