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Compare AGX1 vs. DGSM
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 Antipodes Global Value Active ETF (AGX1) and the Dimensional Global Small Company - Active ETF (DGSM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AGX1 | DGSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 17 |
Median incremental investment | $578.50 | $2,040.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $982.08 | $11,227.45 |
Average age group | 26 - 35 | > 35 |
Key Summary
AGX1 | DGSM | |
|---|---|---|
Strategy | AGX1.AX was created on 2018-11-05 by Antipodes. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Benchmark over the investment cycle (typically 3-5 years). | DGSM.AX was created on 2000-08-21 by Dimensional. The fund's investment portfolio concentrates primarily on small cap equity. The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of small companies associated with approved developed markets (excluding Australia). |
Top 3 holdings | Microsoft Corp (3.63 %) Amazon.com Inc (3.63 %) TotalEnergies SE (3.00 %) | Ciena Corp (0.45 %) Lumentum Holdings Inc (0.43 %) United Therapeutics Corp (0.28 %) |
Top 3 industries | Communication Services (21.68 %) Health Care (19.87 %) Information Technology (18.90 %) | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) |
Top 3 countries | United States (43.98 %) France (9.03 %) China (8.78 %) | United States (69.25 %) Japan (7.39 %) United Kingdom of Great Britain and Northern Ireland (4.04 %) |
Management fee | 1.1 % | 0.647 % |
Key Summary
AGX1 | DGSM | |
|---|---|---|
Issuer | Antipodes | Dimensional |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.647 % |
Price | $6.79 | $37.39 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 10.33 % | 1.74 % |
Market | ASX | ASX |
First listed date | 07/11/2018 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AGX1 | DGSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 17 |
Median incremental investment | $578.50 | $2,040.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $982.08 | $11,227.45 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
AGX1 | DGSM | |
|---|---|---|
Pros |
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Cons |
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AGX1 | DGSM |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |