Compare AU
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, shares and ETFs are a popular choice. Two options in the ASX are DGVA and HCRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | HCRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $24,525.75 | $5,036.61 |
Median investment frequency | Monthly | Monthly |
Median total investment | $24,337.70 | $627.25 |
Average age group | < 26 | > 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 | Dimensional Global Value Trust - Active ETF (100 %) | CONTACT ENERGY LTD 6.398% NOV-30 (2.22 %) VICINITY CENTRES TRUST 6.19% APR-34 (2.22 %) REGISTRY FINANCE PTY LTD 5.739% JUN-34 (2.16 %) |
Top 3 industries | Other (99.06 %) Communication Services (0.94 %) | |
Top 3 countries | ||
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 | $24.46 | $25.09 |
Size | N/A | $29.355 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 1.90 % |
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 | 1 | 1 |
Median incremental investment | $24,525.75 | $5,036.61 |
Median investment frequency | Monthly | Monthly |
Median total investment | $24,337.70 | $627.25 |
Average age group | < 26 | > 35 |
Pros and Cons
DGVA | HCRD | |
|---|---|---|
Pros |
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Cons |
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DGVA | HCRD |
|---|---|
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |