Compare AU
Compare DGSM vs. AUMF
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 AUMF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 3 |
Median incremental investment | $12,947.16 | $133.96 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,188.62 | $1,450.17 |
Average age group | > 35 | 26 - 35 |
Key Summary
DGSM | AUMF | |
|---|---|---|
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). | AUMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI Australia IMI Diversified Multiple Factor (AUD) Index, before fees and expenses. The index is designed to measure the performance of Australian equities that have favorable exposure to four target style factors subject to constraints. |
Top 3 holdings | Dimensional Global Small Company - Active ETF (100 %) | COMMONWEALTH BANK OF AUSTRALIA (8.80 %) BHP GROUP LTD (6.59 %) RIO TINTO LTD (3.89 %) |
Top 3 industries | Financials (29.87 %) Materials (20.37 %) Industrials (11.24 %) | |
Top 3 countries | Australia (99.45 %) China (0.55 %) | |
Management fee | 0.647 % | 0.3 % |
Key Summary
DGSM | AUMF | |
|---|---|---|
Issuer | Dimensional | iShares |
Tracking index | MSCI Australia IMI Diversified Multiple-Factor Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.3 % |
Price | $35.75 | $35.40 |
Size | N/A | $82.978 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.08 % | 5.35 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 3 |
Median incremental investment | $12,947.16 | $133.96 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,188.62 | $1,450.17 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
DGSM | AUMF | |
|---|---|---|
Pros |
| |
Cons |
|
DGSM | AUMF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |