Compare AU
Compare DFGH vs. VSO
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 | $15,159.33 | $2,246.97 |
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 | $35.01 | $68.09 |
Size | N/A | N/A |
10Y return | N/A | 58.79 % |
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 | $15,159.33 | $2,246.97 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DFGH | VSO | |
|---|---|---|
Pros |
| |
Cons |
|
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 |