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