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Compare OZF 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 State Street SPDR S&P/ASX 200 Financials Ex A-REIT ETF (OZF) 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
OZF | DGCE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 23 |
Median incremental investment | $527.00 | $2,590.73 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,355.64 | $3,209.92 |
Average age group | > 35 | 26 - 35 |
Key Summary
OZF | DGCE | |
|---|---|---|
Strategy | OZF.AX was created on 2011-04-13 by State Street . The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 40.94m in AUM and 32 holdings. The State Street SPDR S&P/ASX 200 Financials EX A-REIT ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT 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 | Commonwealth Bank of Australia (31.27 %) National Australia Bank Ltd (15.67 %) Westpac Banking Corp (15.35 %) | NVIDIA Corp (4.33 %) Apple Inc (3.77 %) Microsoft Corp (2.79 %) |
Top 3 industries | Financials (100.00 %) Other (3.18 %) | Information Technology (62.57 %) Communication Services (13.21 %) Consumer Discretionary (11.87 %) |
Top 3 countries | Australia (99.24 %) United States (0.58 %) New Zealand (0.18 %) | United States (72.57 %) Japan (6.46 %) Canada (3.58 %) |
Management fee | 0.4 % | 0.36 % |
Key Summary
OZF | DGCE | |
|---|---|---|
Issuer | State Street | Dimensional |
Tracking index | S&P/ASX 200 Financials Ex-A-REIT - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.36 % |
Price | $30.81 | $28.66 |
Size | $40.256 million | N/A |
10Y return | 58.16 % | N/A |
Annual distribution yield (5Y) | 4.14 % | 2.42 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 12/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZF | DGCE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 23 |
Median incremental investment | $527.00 | $2,590.73 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,355.64 | $3,209.92 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
OZF | DGCE | |
|---|---|---|
Pros |
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Cons |
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OZF | DGCE |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |