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DGCEDFA · Equity - Global Strategy · Equity · Global ex-Australia · Currency hedged · Active

Dimensional Global Core Equity Trust (Unhedged Class) - Active ETF

Fee p.a.
0.30%
ASX report
Fund size
A$5.5b
12m flow A$306m
Yield
1.3%
2 payments / yr
Volatility 3y
11.8%
annualised
Max DD 3y
−13.6%
all-time −26.7%
Listed
2023
13 Nov 2023 · spread 0.19%

Growth of $10,000

Since listing, distributions reinvested
$0$10k$20k$30k$40k$50k$60k$70k20122014201620182020202220242026
$10,000 at listing$65,880 at 4 Sept 2026. Monthly points, distributions reinvested, before franking.

Performance

Period
Total
ASX
1 month
−0.7%
−0.8%
3 months
3.0%
6 months
9.5%
Year to date
7.7%
1 year
11.5%
12.4%
3 years p.a.
15.0%
5 years p.a.
11.5%
10 years p.a.
12.4%
Since listing p.a.
13.8%

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 0.94Vol 1y 9.9%Vol 5y 13.4%Max DD 1y −9.7%Max DD 5y −17.4%Best year 46.8%85% positive years

Calendar-year returns

2013
46.8%
2014
11.4%
2015
9.7%
2016
10.5%
2017
12.8%
2018
−2.6%
2019
25.7%
2020
0.2%
2021
30.6%
2022
−9.0%
2023
19.4%
2024
25.9%
2025
11.7%
2026
7.7%

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 ETF
0.18%
0.88
Betashares Global Shares ETF
0.08%
0.88
Vanguard US Total Market Shares Index ETF
0.03%
0.87
Betashares Wealthbuilder All Gr Geared Complex ETF
0.35%
0.86
iShares S&P 500 ETF
0.04%
0.86
Vanguard Ethically Conscious International Shares Index ETF
0.18%
0.85
Macquarie Core Global Equity Active ETF
0.08%
0.85
SPDR S&P 500 ETF
0.09%
0.85
Global X S&P World ex Australia GARP ETF
0.30%
0.85
iShares Core MSCI World ex Australia ESG ETF
0.09%
0.85
Compare DGCE with these →