Compare AU

Compare DFGH vs. WRLD

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

Community Stats

DFGH

WRLD

Popularity

Low

Low

Pearlers invested

5

3

Median incremental investment

$14,027.90

$2,002.75

Median investment frequency

Monthly

Quarterly

Median total investment

$15,159.33

$2,709.20

Average age group

26 - 35

26 - 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

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

APPLE INC (5.62 %)

NVIDIA CORP (4.86 %)

MICROSOFT CORP (4.75 %)

Top 3 industries

Other (29.91 %)

Information Technology (23.98 %)

Health Care (8.49 %)

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

$35.01

$20.84

Size

N/A

$52.865 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

0.00 %

1.79 %

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

5

3

Median incremental investment

$14,027.90

$2,002.75

Median investment frequency

Monthly

Quarterly

Median total investment

$15,159.33

$2,709.20

Average age group

26 - 35

26 - 35


Pros and Cons

DFGH

WRLD

Pros

  • Lower management fee

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

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

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