Compare AU
Compare DGCE vs. IHWL
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 | $2,588.68 | $1,653.64 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,950.69 | $3,633.24 |
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 | $27.97 | $53.43 |
Size | N/A | $534.989 million |
10Y return | N/A | N/A |
Annual dividend/ distribution 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 | $2,588.68 | $1,653.64 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,950.69 | $3,633.24 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
DGCE | IHWL | |
|---|---|---|
Pros |
| |
Cons |
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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 |