Compare AU
Compare DGCE vs. MVOL
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 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/ distribution 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 |
| |
Cons |
|
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 |