Compare AU
Compare IVV 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, shares and ETFs are a popular choice. Two options in the ASX are IVV and DGCE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IVV | DGCE | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 15,051 | 15 |
Median incremental investment | $994.00 | $2,589.66 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,710.78 | $4,058.88 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IVV | DGCE | |
|---|---|---|
Strategy | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. | 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 | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | Dimensional Global Core Equity Trust Unhedged - Active ETF (100 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | |
Top 3 countries | United States (99.92 %) | |
Management fee | 0.04 % | 0.36 % |
Key Summary
IVV | DGCE | |
|---|---|---|
Issuer | iShares | Dimensional |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.36 % |
Price | $58.93 | $26.88 |
Size | $11.172 billion | N/A |
10Y return | 225.90 % | N/A |
Annual distribution/ dividend yield (5Y) | 12.27 % | 0.67 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 12/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | DGCE | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 15,051 | 15 |
Median incremental investment | $994.00 | $2,589.66 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,710.78 | $4,058.88 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IVV | DGCE | |
|---|---|---|
Pros |
| |
Cons |
|
IVV | DGCE |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |