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Compare DGVA vs. HCRD
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 Betashares Interest Rate Hedged Aus Corp Bond ETF (HCRD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | HCRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 5 |
Median incremental investment | $6,864.14 | $8,429.89 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $10,504.93 | $49,341.60 |
Average age group | > 35 | > 35 |
Key Summary
DGVA | HCRD | |
|---|---|---|
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). | HCRD.AX was created on 2022-11-14 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Investment Grade Corporate Bond Select DH Index, before taking into account fees and expenses. |
Top 3 holdings | Amazon.com Inc (3.28 %) Micron Technology Inc (3.23 %) JPMorgan Chase & Co (2.89 %) | EMIRATES NBD BANK PJSC 5.913% JUN-35 (2.75 %) AROUNDTOWN SA 6.65% FEB-36 (2.29 %) STOCKLAND TRUST 5.346% OCT-35 (2.26 %) |
Top 3 industries | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) | Other (99.06 %) Communication Services (0.94 %) |
Top 3 countries | United States (69.68 %) Japan (6.36 %) United Kingdom of Great Britain and Northern Ireland (4.08 %) | |
Management fee | 0 % | 0.29 % |
Key Summary
DGVA | HCRD | |
|---|---|---|
Issuer | Dimensional | BetaShares |
Tracking index | Solactive Australian Investment Grade Corporate Bond Select Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.29 % |
Price | $30.23 | $25.20 |
Size | N/A | $307.846 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.09 % | 3.50 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 15/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | HCRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 5 |
Median incremental investment | $6,864.14 | $8,429.89 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $10,504.93 | $49,341.60 |
Average age group | > 35 | > 35 |
Pros and Cons
DGVA | HCRD | |
|---|---|---|
Pros |
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Cons |
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DGVA | HCRD |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |