Compare AU

Compare DGCE vs. AGVT

Compare shares and ETFs on the ASX that you can trade on Pearler.

Dimensional Global Core Equity Trust Unhedged - 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 DGCE and AGVT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DGCE

AGVT

Popularity

Low

Low

Pearlers invested

14

17

Median incremental investment

$2,588.50

$1,720.39

Median investment frequency

Monthly

Monthly

Median total investment

$4,975.47

$1,169.56

Average age group

26 - 35

> 35


Key Summary

DGCE

AGVT

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.

AGVT.AX was created on 2019-07-05 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. AGVT.AX aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of high-quality bonds issued by Australian federal and state governments, and with a component issued by supranationals and sovereign agencies.

Top 3 holdings

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

AUSTRALIAN GOVERNMENT 1.0% NOV-31 (6.80 %)

AUSTRALIAN GOVERNMENT 1.25% MAY-32 (6.38 %)

AUSTRALIAN GOVERNMENT 4.5% APR-33 (5.52 %)

Top 3 industries

Other (99.23 %)

Communication Services (0.77 %)

Top 3 countries

Management fee

0.36 %

0.22 %


Key Summary

DGCE

AGVT

Issuer

Dimensional

BetaShares

Tracking index

Solactive Australian Government 7 - 12 Year AUD TR Index - AUD

Asset class

ETF

ETF

Management fee

0.36 %

0.22 %

Price

$28.16

$41.77

Size

N/A

$721.454 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

0.56 %

2.20 %

Market

ASX

ASX

First listed date

12/11/2023

09/07/2019

Purchase fee

$6.50

$6.50


Community Stats

DGCE

AGVT

Popularity

Low

Low

Pearlers invested

14

17

Median incremental investment

$2,588.50

$1,720.39

Median investment frequency

Monthly

Monthly

Median total investment

$4,975.47

$1,169.56

Average age group

26 - 35

> 35


Pros and Cons

DGCE

AGVT

Pros

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

DGCE

AGVT

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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