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Compare DFGH vs. WDIV
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 State Street SPDR S&P Global Dividend ETF (WDIV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DFGH | WDIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 54 |
Median incremental investment | $3,007.50 | $1,008.74 |
Median investment frequency | Monthly | Monthly |
Median total investment | $36,075.90 | $3,101.41 |
Average age group | > 35 | > 35 |
Key Summary
DFGH | WDIV | |
|---|---|---|
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. | WDIV.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 361.99m in AUM and 102 holdings. The State Street SPDR S&P Global Dividend ETF seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats Index (AUD). |
Top 3 holdings | NVIDIA Corp (4.33 %) Apple Inc (3.77 %) Microsoft Corp (2.79 %) | Verizon Communications Inc (1.68 %) TELUS Corp (1.66 %) Altria Group Inc (1.52 %) |
Top 3 industries | Information Technology (62.57 %) Communication Services (13.21 %) Consumer Discretionary (11.87 %) | Other (28.12 %) Utilities (27.48 %) Consumer Discretionary (20.28 %) |
Top 3 countries | United States (72.57 %) Japan (6.46 %) Canada (3.58 %) | Canada (20.35 %) United States (18.37 %) Japan (10.66 %) |
Management fee | 0.361 % | 0.4 % |
Key Summary
DFGH | WDIV | |
|---|---|---|
Issuer | Dimensional | SPDR |
Tracking index | S&P Global Dividend Aristocrats Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.361 % | 0.4 % |
Price | $41.90 | $21.17 |
Size | N/A | $351.927 million |
10Y return | N/A | 27.30 % |
Annual distribution yield (5Y) | 0.01 % | 5.07 % |
Market | ASX | ASX |
First listed date | 12/11/2023 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DFGH | WDIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 54 |
Median incremental investment | $3,007.50 | $1,008.74 |
Median investment frequency | Monthly | Monthly |
Median total investment | $36,075.90 | $3,101.41 |
Average age group | > 35 | > 35 |
Pros and Cons
DFGH | WDIV | |
|---|---|---|
Pros |
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Cons |
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DFGH | WDIV |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |