Compare AU

Compare DGCE vs. QFN

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

Community Stats

DGCE

QFN

Popularity

Low

Low

Pearlers invested

14

23

Median incremental investment

$2,588.59

$540.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,982.55

$2,113.75

Average age group

26 - 35

26 - 35


Key Summary

DGCE

QFN

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.

QFN.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 60.74m in AUM and 27 holdings. QFN.AX aims to track the performance of an index (before fees and expenses) comprising the largest ASX-listed companies in the financial sector, including the Big 4 banks and insurance companies but excluding Real Estate Investment Trusts.

Top 3 holdings

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

COMMONWEALTH BANK OF AUSTRALIA (29.78 %)

NATIONAL AUSTRALIA BANK LTD (15.53 %)

WESTPAC BANKING CORP (13.12 %)

Top 3 industries

Financials (99.61 %)

Communication Services (2.56 %)

Other (0.39 %)

Top 3 countries

Australia (99.69 %)

United States (0.31 %)

Management fee

0.36 %

0.34 %


Key Summary

DGCE

QFN

Issuer

Dimensional

BetaShares

Tracking index

Solactive Australia Financials Ex-REITs Sector Index

Asset class

ETF

ETF

Management fee

0.36 %

0.34 %

Price

$28.15

$16.91

Size

N/A

$88.853 million

10Y return

N/A

44.28 %

Annual dividend/β€Šdistribution yield (5Y)

0.56 %

5.63 %

Market

ASX

ASX

First listed date

12/11/2023

15/12/2010

Purchase fee

$6.50

$6.50


Community Stats

DGCE

QFN

Popularity

Low

Low

Pearlers invested

14

23

Median incremental investment

$2,588.59

$540.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,982.55

$2,113.75

Average age group

26 - 35

26 - 35


Pros and Cons

DGCE

QFN

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

QFN

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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