Compare AU
Compare MVB 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 MVB and DGCE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MVB | DGCE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 108 | 15 |
Median incremental investment | $746.50 | $2,589.66 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,627.94 | $4,058.88 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVB | DGCE | |
|---|---|---|
Strategy | MVB.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on financials equity. MVB.AX gives investors exposure to a diversified portfolio of ASX-listed securities with the aim to provide investment returns before fees and other costs which track the performance of the Index. | 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 | ANZ Group Holdings Ltd (20.31 %) Westpac Banking Corp (20.21 %) Commonwealth Bank of Australia (20.02 %) | Dimensional Global Core Equity Trust Unhedged - Active ETF (100 %) |
Top 3 industries | Financials (99.97 %) Other (0.13 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.28 % | 0.36 % |
Key Summary
MVB | DGCE | |
|---|---|---|
Issuer | VanEck | Dimensional |
Tracking index | MVIS Australia Banks Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.36 % |
Price | $35.39 | $26.88 |
Size | $213.950 million | N/A |
10Y return | 17.46 % | N/A |
Annual distribution/ dividend yield (5Y) | 6.04 % | 0.67 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 12/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVB | DGCE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 108 | 15 |
Median incremental investment | $746.50 | $2,589.66 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,627.94 | $4,058.88 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVB | DGCE | |
|---|---|---|
Pros |
| |
Cons |
|
MVB | DGCE |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |