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Compare GIVE vs. DGCE
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 Perpetual Esg Australian Share Active ETF (GIVE) and the Dimensional Global Core Equity Trust Unhedged - Active ETF (DGCE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GIVE | DGCE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 20 |
Median incremental investment | $768.50 | $2,592.27 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $3,724.00 | $17,042.13 |
Average age group | > 35 | 26 - 35 |
Key Summary
GIVE | DGCE | |
|---|---|---|
Strategy | GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. | DGCE.AX was created on 2006-12-05 by Dimensional. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of securities associated with approved developed markets (excluding Australia), with increased emphasis on higher expected return securities relative to a Market Capitalisation Weighted portfolio. |
Top 3 holdings | Deterra Royalties Ltd Ordinary Shares (8.33 %) Reliance Worldwide Corp Ltd (6.24 %) GPT Group (6.17 %) | NVIDIA Corp (4.24 %) Apple Inc (3.44 %) Microsoft Corp (2.38 %) |
Top 3 industries | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) | Information Technology (62.57 %) Communication Services (13.21 %) Consumer Discretionary (11.87 %) |
Top 3 countries | Australia (79.03 %) United States (9.28 %) United Kingdom of Great Britain and Northern Ireland (7.83 %) | United States (72.57 %) Japan (6.46 %) Canada (3.58 %) |
Management fee | 0.65 % | 0.36 % |
Key Summary
GIVE | DGCE | |
|---|---|---|
Issuer | Perpetual | Dimensional |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.36 % |
Price | $2.80 | $29.82 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 9.52 % | 2.42 % |
Market | ASX | ASX |
First listed date | 28/11/2021 | 12/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GIVE | DGCE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 20 |
Median incremental investment | $768.50 | $2,592.27 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $3,724.00 | $17,042.13 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
GIVE | DGCE | |
|---|---|---|
Pros |
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Cons |
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GIVE | DGCE |
|---|---|
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 |