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Compare DGSM vs. AESG
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 Dimensional Global Small Company - Active ETF (DGSM) and the iShares Global Aggregate Bond Esg (Aud Hedged) ETF (AESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | AESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 2 |
Median incremental investment | $2,399.80 | $13,496.75 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $11,361.90 | $27,155.04 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | AESG | |
|---|---|---|
Strategy | 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). | AESG.AX was created on 2022-08-09 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging). |
Top 3 holdings | Babcock International Group PLC (0.32 %) Flex Ltd (0.31 %) Tapestry Inc (0.28 %) | iShares Global Aggt Bd ESG SRIETFAUDHDis (99.98 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | ||
Management fee | 0.647 % | 0.19 % |
Key Summary
DGSM | AESG | |
|---|---|---|
Issuer | Dimensional | iShares |
Tracking index | Bloomberg MSCI Global Aggregate Sustainable and Green Bond SRI Index - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.19 % |
Price | $36.30 | $97.68 |
Size | N/A | $317.117 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.43 % | 2.02 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 10/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | AESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 2 |
Median incremental investment | $2,399.80 | $13,496.75 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $11,361.90 | $27,155.04 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | AESG | |
|---|---|---|
Pros |
| |
Cons |
|
DGSM | AESG |
|---|---|
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |