Compare AU
Compare MOAT vs. DFGH
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 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 | 529 | 9 |
Median incremental investment | $1,000.00 | $14,027.90 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,461.60 | $15,471.09 |
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 | Bristol-Myers Squibb Co (2.82 %) Alphabet Inc Class A (2.77 %) Corteva Inc (2.75 %) | Dimensional Global Core Equity Trust Aud Hedged - Active ETF (100 %) |
Top 3 industries | Health Care (49.83 %) Other (23.89 %) Communication Services (20.56 %) | |
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 | $132.03 | $35.73 |
Size | $1.067 billion | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 3.59 % | 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 | 529 | 9 |
Median incremental investment | $1,000.00 | $14,027.90 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,461.60 | $15,471.09 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MOAT | DFGH | |
|---|---|---|
Pros |
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Cons |
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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 |