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Compare IXI 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 iShares Global Consumer Staples ETF (IXI) 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
IXI | DGCE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 40 | 20 |
Median incremental investment | $1,000.00 | $2,591.65 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,699.38 | $3,345.26 |
Average age group | > 35 | 26 - 35 |
Key Summary
IXI | DGCE | |
|---|---|---|
Strategy | IXI.AX was created on 2006-09-12 by iShares. The fund's investment portfolio concentrates primarily on consumer staples equity. The fund aims to provide investors with the performance of the S&P Global 1200 Consumer Staples Sector Index, before fees and expenses. The index is designed to measure the performance of global consumer staples companies and may include large-, mid- or smallcapitalisation stocks. | 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 | ISHARES GLOBAL CONSUMER STAPLES ET (99.99 %) USD CASH (0.01 %) AUD CASH (0.00 %) | Apple Inc (3.70 %) NVIDIA Corp (3.18 %) Microsoft Corp (2.87 %) |
Top 3 industries | Other (99.92 %) Communication Services (0.08 %) | Information Technology (57.54 %) Communication Services (12.46 %) Consumer Discretionary (11.82 %) |
Top 3 countries | United States (62.00 %) United Kingdom of Great Britain and Northern Ireland (12.09 %) Japan (5.56 %) | |
Management fee | 0.4 % | 0.36 % |
Key Summary
IXI | DGCE | |
|---|---|---|
Issuer | iShares | Dimensional |
Tracking index | S&P Global 1200 / Consumer Staples -SEC | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.36 % |
Price | $98.03 | $28.00 |
Size | $137.827 million | N/A |
10Y return | 53.03 % | N/A |
Annual distribution yield (5Y) | 2.19 % | 2.28 % |
Market | ASX | ASX |
First listed date | 11/03/2009 | 12/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IXI | DGCE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 40 | 20 |
Median incremental investment | $1,000.00 | $2,591.65 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,699.38 | $3,345.26 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IXI | DGCE | |
|---|---|---|
Pros |
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Cons |
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IXI | 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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |