Compare AU
Compare DGCE vs. ISO
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 ISO. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DGCE | ISO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 9 |
Median incremental investment | $2,588.59 | $471.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,975.47 | $1,542.30 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
DGCE | ISO | |
|---|---|---|
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. | ISO.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 145.89m in AUM and 204 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 the 200 largest Australian securities listed on the ASX. |
Top 3 holdings | Dimensional Global Core Equity Trust Unhedged - Active ETF (100 %) | LIFE360 INC. CDI INC (1.75 %) ALCOA CORPORATION CDI CORP (1.50 %) VENTIA SERVICES GROUP LTD (1.45 %) |
Top 3 industries | Materials (21.75 %) Consumer Discretionary (15.28 %) Real Estate (12.92 %) | |
Top 3 countries | Australia (88.21 %) United States (5.79 %) New Zealand (3.68 %) | |
Management fee | 0.36 % | 0.55 % |
Key Summary
DGCE | ISO | |
|---|---|---|
Issuer | Dimensional | iShares |
Tracking index | S&P/ASX Small Ordinaries index | |
Asset class | ETF | ETF |
Management fee | 0.36 % | 0.55 % |
Price | $28.09 | $4.86 |
Size | N/A | $145.120 million |
10Y return | N/A | 36.13 % |
Annual dividend/ distribution yield (5Y) | 0.56 % | 5.16 % |
Market | ASX | ASX |
First listed date | 12/11/2023 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGCE | ISO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 9 |
Median incremental investment | $2,588.59 | $471.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,975.47 | $1,542.30 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
DGCE | ISO | |
|---|---|---|
Pros |
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Cons |
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DGCE | ISO |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |