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

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Anonymous

25 Oct 2021

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

Discussion (3)

What are your thoughts?

Tan Choong Hwee

Tan Choong Hwee

26 Oct 2021

Level 14·Investor/Trader at Home

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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