Compare AU
Compare DGSM vs. AGVT
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 DGSM and AGVT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | AGVT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 18 |
Median incremental investment | $12,947.16 | $1,683.28 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,188.62 | $1,178.76 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | AGVT | |
|---|---|---|
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). | AGVT.AX was created on 2019-07-05 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. AGVT.AX aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of high-quality bonds issued by Australian federal and state governments, and with a component issued by supranationals and sovereign agencies. |
Top 3 holdings | Dimensional Global Small Company - Active ETF (100 %) | AUSTRALIAN GOVERNMENT 1.25% MAY-32 (6.20 %) AUSTRALIAN GOVERNMENT 4.5% APR-33 (5.31 %) AUSTRALIAN GOVERNMENT 1.75% NOV-32 (4.87 %) |
Top 3 industries | Other (99.23 %) Communication Services (0.77 %) | |
Top 3 countries | ||
Management fee | 0.647 % | 0.22 % |
Key Summary
DGSM | AGVT | |
|---|---|---|
Issuer | Dimensional | BetaShares |
Tracking index | Solactive Australian Government 7 - 12 Year AUD TR Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.22 % |
Price | $35.75 | $41.53 |
Size | N/A | $767.446 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.08 % | 2.28 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 09/07/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | AGVT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 18 |
Median incremental investment | $12,947.16 | $1,683.28 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,188.62 | $1,178.76 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | AGVT | |
|---|---|---|
Pros |
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Cons |
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DGSM | AGVT |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |