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Compare STW 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, 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 ETF (STW) and the Dimensional Global Core Equity Trust Aud Hedged - Active ETF (DFGH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
STW | DFGH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 409 | 14 |
Median incremental investment | $1,000.00 | $3,066.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,173.74 | $40,388.00 |
Average age group | > 35 | > 35 |
Key Summary
STW | DFGH | |
|---|---|---|
Strategy | STW.AX was created on 2001-08-24 by State Street . The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 6422.33m in AUM and 204 holdings. The Investment Objective of State Street SPDR S&P/ASX 200 ETF is to match the performance of its Index before fees and other costs. | 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 | Commonwealth Bank of Australia (10.83 %) BHP Group Ltd (10.57 %) Westpac Banking Corp (4.96 %) | NVIDIA Corp (3.98 %) Apple Inc (3.46 %) Microsoft Corp (2.47 %) |
Top 3 industries | Financials (54.95 %) Materials (16.65 %) Health Care (10.33 %) | Information Technology (62.57 %) Communication Services (13.21 %) Consumer Discretionary (11.87 %) |
Top 3 countries | Australia (95.26 %) United States (3.26 %) United Kingdom of Great Britain and Northern Ireland (0.54 %) | United States (72.57 %) Japan (6.46 %) Canada (3.58 %) |
Management fee | 0 % | 0.361 % |
Key Summary
STW | DFGH | |
|---|---|---|
Issuer | State Street | Dimensional |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.361 % |
Price | $78.39 | $43.90 |
Size | $6.367 billion | N/A |
10Y return | 58.17 % | N/A |
Annual distribution yield (5Y) | 4.38 % | 0.01 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 12/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
STW | DFGH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 409 | 14 |
Median incremental investment | $1,000.00 | $3,066.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,173.74 | $40,388.00 |
Average age group | > 35 | > 35 |
Pros and Cons
STW | DFGH | |
|---|---|---|
Pros |
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Cons |
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STW | DFGH |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |