Compare AU

Compare DVDY vs. FHCO

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

Morningstar AUS Dividend Yield Focus 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 DVDY and FHCO. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DVDY

FHCO

Popularity

Low

N/A

Pearlers invested

54

0

Median incremental investment

$637.03

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,639.58

$0

Average age group

> 35

N/A


Key Summary

DVDY

FHCO

Strategy

DVDY.AX was created on 2020-09-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars.

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

Pinnacle Investment Management Group Ltd (6.79 %)

Brambles Ltd (4.93 %)

Ansell Ltd (4.90 %)

Fidelity Australian High Conviction Active ETF (100 %)

Top 3 industries

Industrials (29.02 %)

Financials (23.81 %)

Consumer Discretionary (17.54 %)

Top 3 countries

Australia (100.00 %)

Management fee

0.35 %

0.85 %


Key Summary

DVDY

FHCO

Issuer

VanEck

Fidelity

Tracking index

Morningstar Australia Dividend Yield Focus Index - AUD

Asset class

ETF

ETF

Management fee

0.35 %

0.85 %

Price

$22.46

$9.93

Size

$67.940 million

$954.226 thousand

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

4.42 %

2.53 %

Market

ASX

ASX

First listed date

09/09/2020

02/06/2024

Purchase fee

$6.50

$6.50


Community Stats

DVDY

FHCO

Popularity

Low

N/A

Pearlers invested

54

0

Median incremental investment

$637.03

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,639.58

$0

Average age group

> 35

N/A


Pros and Cons

DVDY

FHCO

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

DVDY

FHCO

Higher exposure to AU market

Lower exposure to AU market

Lower management fee

Higher management fee

Higher distribution yield

Lower distribution yield

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