Compare AU

Compare DGCE vs. ISO

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 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

$2,588.68

$471.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,950.69

$1,504.14

Average age group

26 - 35

> 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 148.33m in AUM and 203 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

$27.97

$4.73

Size

N/A

$142.265 million

10Y return

N/A

26.13 %

Annual dividend/β€Šdistribution 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

$2,588.68

$471.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,950.69

$1,504.14

Average age group

26 - 35

> 35


Pros and Cons

DGCE

ISO

Pros

  • Lower management fee

  • Higher price growth

  • 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

  • Lower price growth

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

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