Compare AU
Compare MVW 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 MVW and DFGH. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MVW | DFGH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 250 | 6 |
Median incremental investment | $832.83 | $8,517.70 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,965.46 | $9,008.02 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVW | DFGH | |
|---|---|---|
Strategy | The fund seeks to track the performance of the MVIS Australia Equal Weight Index before additional fees. | 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 | Qantas Airways Ltd (2.43 %) Arcadium Lithium PLC CDI (1.55 %) Pro Medicus Ltd (1.48 %) | Dimensional Global Core Equity Trust Aud Hedged - Active ETF (100 %) |
Top 3 industries | Industrials (53.31 %) Real Estate (18.73 %) Utilities (18.65 %) | |
Top 3 countries | Australia (97.03 %) United States (2.97 %) | |
Management fee | 0.35 % | 0.361 % |
Key Summary
MVW | DFGH | |
|---|---|---|
Issuer | VanEck | Dimensional |
Tracking index | MVIS Australia Equal Weight Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.361 % |
Price | $37.41 | $34.78 |
Size | $2.614 billion | N/A |
10Y return | 80.46 % | N/A |
Annual distribution/ dividend yield (5Y) | 4.98 % | 0.00 % |
Market | ASX | ASX |
First listed date | 06/03/2014 | 12/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVW | DFGH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 250 | 6 |
Median incremental investment | $832.83 | $8,517.70 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,965.46 | $9,008.02 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVW | DFGH | |
|---|---|---|
Pros |
| |
Cons |
|
MVW | DFGH |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |