Back
Compare AU
Compare HGBL vs. DACE
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 Global Shares Currency Hedged ETF (HGBL) and the Dimensional Australian Core Equity Trust - Active ETF (DACE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HGBL | DACE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 84 | 15 |
Median incremental investment | $4,993.50 | $2,728.44 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $19,093.21 | $6,272.98 |
Average age group | > 35 | 26 - 35 |
Key Summary
HGBL | DACE | |
|---|---|---|
Strategy | 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. | DACE.AX was created on 2006-07-03 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 listed in Australia with increased emphasis on higher expected return securities relative to a Market Capitalisation Weighted portfolio |
Top 3 holdings | MSCI WORLD INDEX SEP25 (0 %) NVIDIA CORP (5.76 %) MICROSOFT CORP (5.20 %) | BHP Group Ltd (8.09 %) Commonwealth Bank of Australia (5.05 %) National Australia Bank Ltd (2.96 %) |
Top 3 industries | Other (29.75 %) Information Technology (25.09 %) Financials (8.77 %) | Financials (40.36 %) Materials (26.23 %) Consumer Discretionary (7.34 %) |
Top 3 countries | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) | |
Management fee | 0.11 % | 0.28 % |
Key Summary
HGBL | DACE | |
|---|---|---|
Issuer | BetaShares | Dimensional |
Tracking index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.11 % | 0.28 % |
Price | $72.90 | $18.25 |
Size | $1.633 billion | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.32 % | 2.44 % |
Market | ASX | ASX |
First listed date | 17/05/2023 | 12/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HGBL | DACE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 84 | 15 |
Median incremental investment | $4,993.50 | $2,728.44 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $19,093.21 | $6,272.98 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
HGBL | DACE | |
|---|---|---|
Pros |
|
|
Cons |
|
|
HGBL | DACE |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |