Compare AU
Compare DVDY vs. HGBL
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 Morningstar AUS Dividend Yield Focus ETF (DVDY) and the BetaShares Global Shares ETF - Currency Hedged (HGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DVDY | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 54 | 59 |
Median incremental investment | $637.03 | $3,998.73 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,635.20 | $16,465.12 |
Average age group | > 35 | 26 - 35 |
Key Summary
DVDY | HGBL | |
|---|---|---|
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. | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. |
Top 3 holdings | Pinnacle Investment Management Group Ltd (6.79 %) Brambles Ltd (4.93 %) Ansell Ltd (4.90 %) | Betashares Global Shares ETF (100.00 %) |
Top 3 industries | Financials (32.48 %) Industrials (29.40 %) Health Care (10.40 %) | Other (29.91 %) Information Technology (23.98 %) Health Care (8.49 %) |
Top 3 countries | Australia (100.00 %) | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) |
Management fee | 0.35 % | 0.11 % |
Key Summary
DVDY | HGBL | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | Morningstar Australia Dividend Yield Focus Index - AUD | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.11 % |
Price | $22.40 | $68.32 |
Size | $67.968 million | $1.101 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.42 % | 0.43 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DVDY | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 54 | 59 |
Median incremental investment | $637.03 | $3,998.73 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,635.20 | $16,465.12 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
DVDY | HGBL | |
|---|---|---|
Pros |
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Cons |
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DVDY | HGBL |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |