Prices to 4 Sept 2026 · ASX report 31 July 2026Sign inJoin free
← Screener · Broad market
DFGHDFA · Equity - Global Strategy · Equity · Global ex-Australia · Currency hedged · Active

Dimensional Global Core Equity Trust (AUD Hedged Class) - Active ETF

Fee p.a.
0.30%
ASX report
Fund size
A$4.1b
12m flow A$196m
Yield
5.9%
1 payments / yr
Volatility 3y
14.7%
annualised
Max DD 3y
−18.7%
all-time −36.6%
Listed
2023
13 Nov 2023 · spread 0.17%

Growth of $10,000

Since listing, distributions reinvested
$10k$15k$20k$25k$30k$35k$40k2013201520172019202120232025
$10,000 at listing$35,924 at 4 Sept 2026. Monthly points, distributions reinvested, before franking.

Performance

Period
Total
ASX
1 month
1.5%
0.7%
3 months
4.1%
6 months
12.8%
Year to date
15.5%
1 year
23.2%
21.9%
3 years p.a.
18.2%
5 years p.a.
10.5%
10 years p.a.
11.3%
Since listing p.a.
10.7%

Total return to 4 Sept 2026, distributions reinvested, before franking. ASX figures are to 31 July 2026 and gross of franking, so they run higher for franked Australian funds.

Sharpe 3y 0.96Vol 1y 13.3%Vol 5y 15.5%Max DD 1y −8.0%Max DD 5y −21.8%Best year 25.0%83% positive years

Calendar-year returns

2014
9.5%
2015
1.7%
2016
12.3%
2017
18.7%
2018
−11.4%
2019
25.0%
2020
5.1%
2021
24.8%
2022
−14.4%
2023
18.6%
2024
15.6%
2025
17.4%
2026
15.5%

Where the money is

The issuer does not publish machine-readable holdings for this fund, so exposures and holdings overlap are not available. Return correlations still are.

Most similar funds

Overlap is the share of the portfolio held in common, look-through. Correlation is of daily returns. High overlap means close substitutes.

Code
Fund
Fee
Overlap
Corr 3y
Vanguard MSCI Index International Shares (Hedged) ETF
0.21%
0.91
Betashares Global Shares Currency Hedged ETF
0.11%
0.91
iShares S&P 500 AUD Hedged ETF
0.10%
0.89
Betashares Wealthbuilder All Gr Geared Complex ETF
0.35%
0.89
iShares Core MSCI World ex Australia ESG (AUD Hedged) ETF
0.12%
0.89
Betashares Global Sustainability Leaders ETF - Currency Hedged
0.62%
0.88
Betashares Geared US Equities Currency Hedged Complex ETF
0.80%
0.88
Betashares S&P 500 Equal Weight Currency Hedged ETF
0.32%
0.86
SPDR S&P World ex Australia Carbon Aware (Hedged) ETF
0.10%
0.86
Betashares Global Quality Leaders ETF - Currency Hedged
0.38%
0.85
Compare DFGH with these →