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Compare DGSM vs. ALPH
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 Schroder Global Equity Alpha Fund - Active ETF (ALPH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | ALPH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 3 |
Median incremental investment | $2,055.48 | $1,309.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $11,149.71 | $1,235.10 |
Average age group | > 35 | 26 - 35 |
Key Summary
DGSM | ALPH | |
|---|---|---|
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). | ALPH.AX was created on 2024-12-04 by Schroder. The fund's investment portfolio concentrates primarily on total market equity. To provide capital growth in excess of the MSCI All Country World Index (Net TR) Index before fees over a three to five year period by investing in equities of companies worldwide. |
Top 3 holdings | Ciena Corp (0.38 %) Babcock International Group PLC (0.32 %) Flex Ltd (0.30 %) | Alphabet Inc Class A (7.54 %) NVIDIA Corp (5.74 %) Microsoft Corp (4.82 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | |
Top 3 countries | United States (69.25 %) Japan (7.39 %) United Kingdom of Great Britain and Northern Ireland (4.04 %) | United States (67.41 %) United Kingdom of Great Britain and Northern Ireland (8.70 %) Japan (4.46 %) |
Management fee | 0.647 % | 0 % |
Key Summary
DGSM | ALPH | |
|---|---|---|
Issuer | Dimensional | Schroder |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.647 % | 0 % |
Price | $36.97 | $10.74 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.74 % | 0.54 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 08/12/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | ALPH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 3 |
Median incremental investment | $2,055.48 | $1,309.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $11,149.71 | $1,235.10 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
DGSM | ALPH | |
|---|---|---|
Pros |
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Cons |
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DGSM | ALPH |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |