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Compare BEAR 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, shares and ETFs are a popular choice. Two options in the ASX are BEAR and DGSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BEAR | DGSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 7 |
Median incremental investment | $1,175.25 | $1,996.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,653.90 | $6,597.14 |
Average age group | 26 - 35 | > 35 |
Key Summary
BEAR | DGSM | |
|---|---|---|
Strategy | BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises). | 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 | SPI 200 FUTURES JUN25 (0 %) AUD - AUSTRALIA DOLLAR (53.44 %) BETASHARES AUSTRALIAN CASH PLUS FUND (24.23 %) | Dimensional Global Small Company - Active ETF (100 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | |
Top 3 countries | ||
Management fee | 1.38 % | 0.647 % |
Key Summary
BEAR | DGSM | |
|---|---|---|
Issuer | BetaShares | Dimensional |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.647 % |
Price | $7.45 | $34.54 |
Size | $37.658 million | N/A |
10Y return | -56.79 % | N/A |
Annual distribution/ dividend yield (5Y) | 0.28 % | 0.08 % |
Market | ASX | ASX |
First listed date | 09/07/2012 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BEAR | DGSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 7 |
Median incremental investment | $1,175.25 | $1,996.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,653.90 | $6,597.14 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BEAR | DGSM | |
|---|---|---|
Pros |
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Cons |
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BEAR | DGSM |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |