Compare AU

Compare HVST vs. DGCE

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Australian Dividend Harvester Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are HVST and DGCE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

HVST

DGCE

Popularity

Low

Low

Pearlers invested

53

15

Median incremental investment

$993.50

$2,589.81

Median investment frequency

Monthly

Monthly

Median total investment

$3,011.25

$5,616.47

Average age group

> 35

26 - 35


Key Summary

HVST

DGCE

Strategy

HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 239.15m in AUM and 45 holdings. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis.

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

BETASHARES AUSTRALIA 200 ETF (24.67 %)

BETASHARES AUSTRALIAN RESOURCE (8.94 %)

BETASHARES S&P/ASX FINANCIAL S (8.58 %)

Dimensional Global Core Equity Trust Unhedged - Active ETF (100 %)

Top 3 industries

Other (54.66 %)

Financials (10.44 %)

Health Care (6.47 %)

Top 3 countries

Australia (97.05 %)

United States (2.00 %)

United Kingdom of Great Britain and Northern Ireland (0.56 %)

Management fee

0.65 %

0.36 %


Key Summary

HVST

DGCE

Issuer

BetaShares

Dimensional

Tracking index

Asset class

ETF

ETF

Management fee

0.65 %

0.36 %

Price

$13.72

$28.42

Size

$240.978 million

N/A

10Y return

-46.51 %

N/A

Annual distribution/β€Šdividend yield (5Y)

8.97 %

0.67 %

Market

ASX

ASX

First listed date

03/11/2014

12/11/2023

Purchase fee

$6.50

$6.50


Community Stats

HVST

DGCE

Popularity

Low

Low

Pearlers invested

53

15

Median incremental investment

$993.50

$2,589.81

Median investment frequency

Monthly

Monthly

Median total investment

$3,011.25

$5,616.47

Average age group

> 35

26 - 35


Pros and Cons

HVST

DGCE

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

HVST

DGCE

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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