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Anonymous

25 Oct 2021

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General Investing

Endowus Dimensional Global Core Equity vs Dimensional World Equity: what are the factors to look at when choosing such funds?

Factors to look at when choosing funds

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Tan Choong Hwee

26 Oct 2021

Solutions Specialist at Providend

The former tracks MSCI World Index and the latter MSCI All Country World Index, meaning Global Core Equity covers developed markets with over 7500 stocks and World Equity covers both developed and emerging markets with over 10000 stocks. Therefore World Equity is much more diversified than Global Core Equity.

According to this blog:

https://mattshibata.com/msci-world-vs-msci-acwi/

the 2 indices differs only 0.05% in annualized returns since inception till Jan 2020. Then the factor to look at is the fund level fees.

Based on the fund rationale on this 2 funds on Endowus website:

https://endowus.com/support/900000974043-fund-r...

https://endowus.com/support/360005752553-fund-r...

the fund level fees are 0.26% vs 0.35%, so Global Core Equity is slightly cheaper.

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I'm having a hard time deciding between investing entirely in Dimensional World Equity Fund for the 0.3% access fee vs an 80-20 Dimensional-only portfolio.

It seems like the Dimensional World Equity Fund has consistently underperformed as compared to the MSCI All Country World Index since inception, whether is it in GBP or SGD. Why does Endowus use it?

Considering invest for SRS. What are the difference between Dimensional Global Core Equity vs Lion Global Infinity US 500?

Does the Endowus-Dimensional World Equity Fund invest in US market as well?

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