Compare AU

Compare DGCE vs. MVOL

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

Community Stats

DGCE

MVOL

Popularity

Low

Low

Pearlers invested

14

2

Median incremental investment

$2,588.59

$2,592.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$4,975.47

$2,770.35

Average age group

26 - 35

> 35


Key Summary

DGCE

MVOL

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.

MVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 19.74m in AUM and 94 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses.

Top 3 holdings

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

TELSTRA GROUP LTD (6.43 %)

COMMONWEALTH BANK OF AUSTRALIA (5.47 %)

ANZ GROUP HOLDINGS LTD (3.86 %)

Top 3 industries

Financials (32.75 %)

Materials (15.90 %)

Industrials (11.67 %)

Top 3 countries

Australia (98.91 %)

New Zealand (0.41 %)

China (0.34 %)

Management fee

0.36 %

0.3 %


Key Summary

DGCE

MVOL

Issuer

Dimensional

iShares

Tracking index

MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD

Asset class

ETF

ETF

Management fee

0.36 %

0.3 %

Price

$28.11

$33.58

Size

N/A

$20.417 million

10Y return

N/A

N/A

Annual dividend/โ€Šdistribution yield (5Y)

0.56 %

5.08 %

Market

ASX

ASX

First listed date

12/11/2023

14/10/2016

Purchase fee

$6.50

$6.50


Community Stats

DGCE

MVOL

Popularity

Low

Low

Pearlers invested

14

2

Median incremental investment

$2,588.59

$2,592.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$4,975.47

$2,770.35

Average age group

26 - 35

> 35


Pros and Cons

DGCE

MVOL

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

DGCE

MVOL

Lower exposure to AU market

Higher exposure to AU market

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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