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Compare AYLD 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 Global X S&P/ASX 200 Covered Call Complex ETF (AYLD) 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
AYLD | DGSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 17 |
Median incremental investment | $1,247.00 | $2,040.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,980.26 | $11,227.45 |
Average age group | > 35 | > 35 |
Key Summary
AYLD | DGSM | |
|---|---|---|
Strategy | AYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P/ASX BuyWrite Index | 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 | BHP Group Ltd (11.42 %) Commonwealth Bank of Australia (11.23 %) Westpac Banking Corp (4.89 %) | Ciena Corp (0.45 %) Lumentum Holdings Inc (0.43 %) United Therapeutics Corp (0.28 %) |
Top 3 industries | Financials (54.87 %) Materials (16.67 %) Health Care (10.24 %) | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) |
Top 3 countries | Australia (95.22 %) United States (3.21 %) New Zealand (0.60 %) | United States (69.25 %) Japan (7.39 %) United Kingdom of Great Britain and Northern Ireland (4.04 %) |
Management fee | 0.6 % | 0.647 % |
Key Summary
AYLD | DGSM | |
|---|---|---|
Issuer | Global X | Dimensional |
Tracking index | S&P/ASX 200 Index | |
Asset class | ETF | ETF |
Management fee | 0.6 % | 0.647 % |
Price | $10.23 | $37.39 |
Size | $93.097 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 7.99 % | 1.74 % |
Market | ASX | ASX |
First listed date | 31/01/2023 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AYLD | DGSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 17 |
Median incremental investment | $1,247.00 | $2,040.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,980.26 | $11,227.45 |
Average age group | > 35 | > 35 |
Pros and Cons
AYLD | DGSM | |
|---|---|---|
Pros |
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Cons |
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AYLD | DGSM |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |