Back
Compare AU
Compare DGCE vs. ADEF
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 Unhedged - Active ETF (DGCE) and the Apostle Dundas Gbl Eqty Fund - Class D Active ETF (ADEF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGCE | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 22 | 0 |
Median incremental investment | $2,589.66 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $9,939.45 | $0 |
Average age group | 26 - 35 | N/A |
Key Summary
DGCE | ADEF | |
|---|---|---|
Strategy | DGCE.AX was created on 2006-12-05 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. | ADEF.AX was created on 2021-02-24 by Apostle. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to deliver Long-Term dividend growth and capital appreciation. The target is to exceed the MSCI All Country World ex Australia Index by 2.5% p.a. after all fees and expenses on a rolling 5 year basis. |
Top 3 holdings | NVIDIA Corp (4.33 %) Apple Inc (3.77 %) Microsoft Corp (2.79 %) | Alphabet Inc Class C (4.12 %) Microsoft Corp (3.94 %) WR Berkley Corp (3.64 %) |
Top 3 industries | Information Technology (62.57 %) Communication Services (13.21 %) Consumer Discretionary (11.87 %) | Financials (38.26 %) Information Technology (31.92 %) Industrials (11.72 %) |
Top 3 countries | United States (72.57 %) Japan (6.46 %) Canada (3.58 %) | United States (58.40 %) France (11.68 %) Switzerland (4.50 %) |
Management fee | 0.36 % | 0 % |
Key Summary
DGCE | ADEF | |
|---|---|---|
Issuer | Dimensional | Apostle |
Tracking index | MSCI All Country World ex-Australia Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.36 % | 0 % |
Price | $29.67 | $5.78 |
Size | N/A | $15.792 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.42 % | 0.32 % |
Market | ASX | ASX |
First listed date | 12/11/2023 | 23/02/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGCE | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 22 | 0 |
Median incremental investment | $2,589.66 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $9,939.45 | $0 |
Average age group | 26 - 35 | N/A |
Pros and Cons
DGCE | ADEF | |
|---|---|---|
Pros |
|
|
Cons |
|
|
DGCE | ADEF |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |