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Compare DGVA vs. FHCO
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Dimensional Global Value Trust - Active ETF (DGVA) and the Fidelity Australian High Conviction Active ETF (FHCO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | FHCO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $6,493.50 | $518.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $19,341.09 | $471.54 |
Average age group | 26 - 35 | > 35 |
Key Summary
DGVA | FHCO | |
|---|---|---|
Strategy | DGVA.AX was created on 1999-08-27 by Dimensional. The fund's investment portfolio concentrates primarily on large cap equity. The investment objective of the Trust is to provide long-term capital growth by gaining exposure to a diversified portfolio of large Value Companies associated with approved developed markets (excluding Australia). | FHCO.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the benchmark over the medium to long term |
Top 3 holdings | JPMorgan Chase & Co (3.40 %) Micron Technology Inc (2.04 %) Exxon Mobil Corp (2.03 %) | Commonwealth Bank of Australia (11.95 %) BHP Group Ltd (10.31 %) National Australia Bank Ltd (9.40 %) |
Top 3 industries | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) | Financials (53.66 %) Materials (23.25 %) Consumer Discretionary (9.27 %) |
Top 3 countries | United States (69.68 %) Japan (6.36 %) United Kingdom of Great Britain and Northern Ireland (4.08 %) | Australia (96.55 %) United States (2.28 %) New Zealand (1.17 %) |
Management fee | 0 % | 0.85 % |
Key Summary
DGVA | FHCO | |
|---|---|---|
Issuer | Dimensional | Fidelity |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 0.85 % |
Price | $27.99 | $8.13 |
Size | N/A | $2.087 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.09 % | 13.85 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 02/06/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | FHCO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $6,493.50 | $518.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $19,341.09 | $471.54 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DGVA | FHCO | |
|---|---|---|
Pros |
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Cons |
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DGVA | FHCO |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |