Compare AU

Compare DGCE vs. IIGF

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

Community Stats

DGCE

IIGF

Popularity

Low

Low

Pearlers invested

14

17

Median incremental investment

$2,588.68

$1,038.06

Median investment frequency

Monthly

Monthly

Median total investment

$4,950.69

$2,062.05

Average age group

26 - 35

> 35


Key Summary

DGCE

IIGF

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.

IIGF.AX was created on 2020-10-05 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to achieve a return of 2% above the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment.

Top 3 holdings

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

RPMGlobal Holdings Ltd (10.13 %)

CSL Ltd (6.83 %)

New Hope Corp Ltd (5.72 %)

Top 3 industries

Other (28.42 %)

Consumer Discretionary (15.54 %)

Information Technology (15.39 %)

Top 3 countries

Australia (86.90 %)

New Zealand (7.31 %)

United States (5.79 %)

Management fee

0.36 %

0.97 %


Key Summary

DGCE

IIGF

Issuer

Dimensional

Intelligent Investor

Tracking index

Asset class

ETF

ETF

Management fee

0.36 %

0.97 %

Price

$27.97

$2.95

Size

N/A

$101.651 million

10Y return

N/A

N/A

Annual dividend/โ€Šdistribution yield (5Y)

0.56 %

5.21 %

Market

ASX

ASX

First listed date

12/11/2023

05/10/2020

Purchase fee

$6.50

$6.50


Community Stats

DGCE

IIGF

Popularity

Low

Low

Pearlers invested

14

17

Median incremental investment

$2,588.68

$1,038.06

Median investment frequency

Monthly

Monthly

Median total investment

$4,950.69

$2,062.05

Average age group

26 - 35

> 35


Pros and Cons

DGCE

IIGF

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

  • Higher management fee

DGCE

IIGF

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower distribution yield

Higher distribution yield

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