Compare AU
Compare DGGF vs. HVLU
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 DGGF and HVLU. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DGGF | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 24 | 1 |
Median incremental investment | $990.50 | $10,500.00 |
Median investment frequency | Quarterly | Weekly |
Median total investment | $2,415.95 | $20,802.85 |
Average age group | > 35 | > 35 |
Key Summary
DGGF | HVLU | |
|---|---|---|
Strategy | DGGF.AX was created on 2019-12-05 by BetaShares. The fund's investment portfolio concentrates primarily on target risk asset allocation. The Fund will aim to: provide investors with a broadly diversified portfolio consistent with a growth risk-return profile, comprising investments selected according to ethical investment considerations | HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. |
Top 3 holdings | BETASHARES GLOBAL SUSTAINABILI (29.15 %) BETASHARES AUSTRALIAN SUSTAINA (28.01 %) BETASHARES ETHICAL AUSTRALIAN (18.14 %) | VanEck MSCI International Value (Aud Hedged) ETF (100 %) |
Top 3 industries | Other (99.70 %) Communication Services (0.30 %) | |
Top 3 countries | United States (49.43 %) Australia (33.86 %) Japan (4.93 %) | |
Management fee | 0.26 % | 0.29 % |
Key Summary
DGGF | HVLU | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.29 % |
Price | $27.93 | $28.15 |
Size | $50.331 million | $11.317 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 4.20 % | 0.78 % |
Market | ASX | ASX |
First listed date | 09/12/2019 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGGF | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 24 | 1 |
Median incremental investment | $990.50 | $10,500.00 |
Median investment frequency | Quarterly | Weekly |
Median total investment | $2,415.95 | $20,802.85 |
Average age group | > 35 | > 35 |
Pros and Cons
DGGF | HVLU | |
|---|---|---|
Pros |
| |
Cons |
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DGGF | HVLU |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |