Compare AU

Compare DGCE vs. IHWL

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

Community Stats

DGCE

IHWL

Popularity

Low

Low

Pearlers invested

14

43

Median incremental investment

$2,588.50

$1,755.00

Median investment frequency

Monthly

Monthly

Median total investment

$4,970.16

$3,702.60

Average age group

26 - 35

26 - 35


Key Summary

DGCE

IHWL

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.

IHWL.AX was created on 2016-04-22 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI World Investable Market AUD Hedged Index, before fees and expenses. The index is designed to measure the AUD hedged performance of global, developed market large-, mid- and small-capitalisation companies.

Top 3 holdings

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

NVIDIA CORP (9.88 %)

MICROSOFT CORP (8.59 %)

ALPHABET INC CLASS A (2.79 %)

Top 3 industries

Information Technology (27.81 %)

Financials (14.85 %)

Health Care (11.91 %)

Top 3 countries

United States (74.50 %)

Japan (6.43 %)

United Kingdom of Great Britain and Northern Ireland (3.39 %)

Management fee

0.36 %

0.19 %


Key Summary

DGCE

IHWL

Issuer

Dimensional

iShares

Tracking index

MSCI World IMI 100% Hedged to AUD Net Variant

Asset class

ETF

ETF

Management fee

0.36 %

0.19 %

Price

$28.11

$54.78

Size

N/A

$531.251 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

0.56 %

3.57 %

Market

ASX

ASX

First listed date

12/11/2023

28/04/2016

Purchase fee

$6.50

$6.50


Community Stats

DGCE

IHWL

Popularity

Low

Low

Pearlers invested

14

43

Median incremental investment

$2,588.50

$1,755.00

Median investment frequency

Monthly

Monthly

Median total investment

$4,970.16

$3,702.60

Average age group

26 - 35

26 - 35


Pros and Cons

DGCE

IHWL

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

DGCE

IHWL

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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