Compare AU

Compare MOAT vs. DFGH

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

Morningstar US 'Wide Moat'

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 MOAT and DFGH. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MOAT

DFGH

Popularity

Low

Low

Pearlers invested

524

6

Median incremental investment

$1,000.00

$8,517.70

Median investment frequency

Monthly

Monthly

Median total investment

$4,282.53

$9,059.82

Average age group

> 35

26 - 35


Key Summary

MOAT

DFGH

Strategy

The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes.

DFGH.AX was created on 2008-12-09 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

The Walt Disney Co (2.84 %)

Bristol-Myers Squibb Co (2.82 %)

Alphabet Inc Class A (2.76 %)

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

Top 3 industries

Health Care (39.80 %)

Other (23.89 %)

Communication Services (21.11 %)

Top 3 countries

United States (98.74 %)

Netherlands (1.26 %)

Management fee

0.49 %

0.361 %


Key Summary

MOAT

DFGH

Issuer

VanEck

Dimensional

Tracking index

Morningstar Wide Moat Focus Index - AUD

Asset class

ETF

ETF

Management fee

0.49 %

0.361 %

Price

$131.77

$34.98

Size

$1.066 billion

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

3.81 %

0.00 %

Market

ASX

ASX

First listed date

26/06/2015

12/11/2023

Purchase fee

$6.50

$6.50


Community Stats

MOAT

DFGH

Popularity

Low

Low

Pearlers invested

524

6

Median incremental investment

$1,000.00

$8,517.70

Median investment frequency

Monthly

Monthly

Median total investment

$4,282.53

$9,059.82

Average age group

> 35

26 - 35


Pros and Cons

MOAT

DFGH

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

MOAT

DFGH

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

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