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Compare DGCE vs. IHD
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 iShares S&P/ASX Div Opportunities Esg Screened ETF (IHD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGCE | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 45 |
Median incremental investment | $2,591.65 | $658.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,345.26 | $1,507.00 |
Average age group | 26 - 35 | > 35 |
Key Summary
DGCE | IHD | |
|---|---|---|
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. | IHD.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 317.85m in AUM and 49 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations |
Top 3 holdings | Apple Inc (3.70 %) NVIDIA Corp (3.18 %) Microsoft Corp (2.87 %) | BHP GROUP LTD (10.30 %) RIO TINTO LTD (9.92 %) ANZ GROUP HOLDINGS LTD (9.09 %) |
Top 3 industries | Information Technology (57.54 %) Communication Services (12.46 %) Consumer Discretionary (11.82 %) | Financials (38.37 %) Materials (28.64 %) Industrials (14.60 %) |
Top 3 countries | Australia (99.25 %) New Zealand (0.75 %) | |
Management fee | 0.36 % | 0.23 % |
Key Summary
DGCE | IHD | |
|---|---|---|
Issuer | Dimensional | iShares |
Tracking index | S&P/ASX Dividend Opportunities Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.36 % | 0.23 % |
Price | $28.00 | $14.97 |
Size | N/A | $318.748 million |
10Y return | N/A | -1.45 % |
Annual distribution yield (5Y) | 2.28 % | 5.40 % |
Market | ASX | ASX |
First listed date | 12/11/2023 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGCE | IHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 45 |
Median incremental investment | $2,591.65 | $658.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,345.26 | $1,507.00 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DGCE | IHD | |
|---|---|---|
Pros |
| |
Cons |
|
DGCE | IHD |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |