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Compare DFGH vs. WRLD
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 Betashares Managed Risk Global Shares Complex ETF (WRLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DFGH | WRLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 5 |
Median incremental investment | $3,066.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $33,454.40 | $3,131.22 |
Average age group | 26 - 35 | > 35 |
Key Summary
DFGH | WRLD | |
|---|---|---|
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. | WRLD.AX was created on 2015-12-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide exposure to a broadly diversified portfolio of global shares, whilereducing the volatility of the equity investment returns and defending against losses in decliningmarkets. |
Top 3 holdings | NVIDIA Corp (4.85 %) Apple Inc (3.87 %) Microsoft Corp (3.09 %) | MSCI WORLD INDEX DEC25 (0 %) NVIDIA CORP (5.46 %) APPLE INC (5.07 %) |
Top 3 industries | Information Technology (62.57 %) Communication Services (13.21 %) Consumer Discretionary (11.87 %) | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) |
Top 3 countries | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) | |
Management fee | 0.361 % | 0.54 % |
Key Summary
DFGH | WRLD | |
|---|---|---|
Issuer | Dimensional | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.361 % | 0.54 % |
Price | $40.53 | $22.58 |
Size | N/A | $48.763 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.01 % | 1.74 % |
Market | ASX | ASX |
First listed date | 12/11/2023 | 21/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DFGH | WRLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 5 |
Median incremental investment | $3,066.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $33,454.40 | $3,131.22 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DFGH | WRLD | |
|---|---|---|
Pros |
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Cons |
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DFGH | WRLD |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |