Compare AU

Compare DGGF vs. HVLU

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Ethical Diversified Growth 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 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

N/A

Pearlers invested

24

0

Median incremental investment

$990.50

$0

Median investment frequency

Quarterly

N/A

Median total investment

$2,527.53

$0

Average age group

> 35

N/A


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 (30.29 %)

BETASHARES AUSTRALIAN SUSTAINA (29.14 %)

BETASHARES SUSTAINABILITY LEAD (28.21 %)

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

$29.22

$28.30

Size

$50.470 million

$8.318 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

N/A

Pearlers invested

24

0

Median incremental investment

$990.50

$0

Median investment frequency

Quarterly

N/A

Median total investment

$2,527.53

$0

Average age group

> 35

N/A


Pros and Cons

DGGF

HVLU

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

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

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