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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 VanEck Morningstar Australian Moat Income ETF (DVDY) and the Betashares Global Shares Currency Hedged ETF (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 | 50 | 101 |
Median incremental investment | $657.09 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $975.84 | $25,461.44 |
Average age group | > 35 | > 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 ETF currently has 30.94m in AUM and 26 holdings. 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 | Woolworths Group Ltd (5.37 %) Macquarie Group Ltd (5.11 %) National Australia Bank Ltd (4.69 %) | MSCI WORLD INDEX JUN26 (0 %) NVIDIA CORP (5.62 %) APPLE INC (4.61 %) |
Top 3 industries | Consumer Discretionary (29.55 %) Financials (20.59 %) Health Care (19.39 %) | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) |
Top 3 countries | Australia (100.00 %) | United States (72.60 %) Japan (6.38 %) United Kingdom of Great Britain and Northern Ireland (3.60 %) |
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 | $20.33 | $80.32 |
Size | $30.820 million | $2.363 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.44 % | 1.40 % |
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 | 50 | 101 |
Median incremental investment | $657.09 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $975.84 | $25,461.44 |
Average age group | > 35 | > 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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |