Compare AU
Compare HEUR vs. DVDY
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 BetaShares Europe ETF-Currency Hedged (HEUR) and the Morningstar AUS Dividend Yield Focus ETF (DVDY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HEUR | DVDY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 54 |
Median incremental investment | $1,226.66 | $637.03 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,251.43 | $1,635.20 |
Average age group | 26 - 35 | > 35 |
Key Summary
HEUR | DVDY | |
|---|---|---|
Strategy | HEUR.AX was created on 2016-05-10 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, hedged into Australian dollars. | 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. |
Top 3 holdings | ASML HOLDING NV (9.15 %) SAP SE (4.47 %) LVMH MOET HENNESSY LOUIS VUITT (4.21 %) | Pinnacle Investment Management Group Ltd (6.79 %) Brambles Ltd (4.93 %) Ansell Ltd (4.90 %) |
Top 3 industries | Other (99.49 %) Consumer Discretionary (6.36 %) Financials (4.65 %) | Industrials (29.02 %) Financials (23.81 %) Consumer Discretionary (17.54 %) |
Top 3 countries | France (31.14 %) Germany (29.68 %) Netherlands (15.99 %) | Australia (100.00 %) |
Management fee | 0.56 % | 0.35 % |
Key Summary
HEUR | DVDY | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | S&P Eurozone Exporters AUD Hedged Index - AUD | Morningstar Australia Dividend Yield Focus Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.56 % | 0.35 % |
Price | $14.51 | $22.40 |
Size | $53.415 million | $67.940 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.82 % | 4.42 % |
Market | ASX | ASX |
First listed date | 12/05/2016 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HEUR | DVDY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 54 |
Median incremental investment | $1,226.66 | $637.03 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,251.43 | $1,635.20 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HEUR | DVDY | |
|---|---|---|
Pros |
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Cons |
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HEUR | DVDY |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |