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Compare DGSM vs. AYLD
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 Global X S&P/ASX 200 Covered Call Complex ETF (AYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | AYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 16 |
Median incremental investment | $2,307.11 | $1,247.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,082.72 | $6,355.36 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | AYLD | |
|---|---|---|
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). | AYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 92.25m in AUM and 202 holdings. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P/ASX BuyWrite Index |
Top 3 holdings | Ciena Corp (0.33 %) Credo Technology Group Holding Ltd (0.31 %) Flex Ltd (0.31 %) | Commonwealth Bank of Australia (9.84 %) BHP Group Ltd (9.40 %) Westpac Banking Corp (5.04 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Financials (54.87 %) Materials (16.67 %) Health Care (10.24 %) |
Top 3 countries | Australia (94.85 %) United States (3.09 %) New Zealand (1.58 %) | |
Management fee | 0.647 % | 0.6 % |
Key Summary
DGSM | AYLD | |
|---|---|---|
Issuer | Dimensional | Global X |
Tracking index | S&P/ASX 200 Index | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.6 % |
Price | $38.48 | $10.12 |
Size | N/A | $92.856 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.74 % | 7.82 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | AYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 16 |
Median incremental investment | $2,307.11 | $1,247.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,082.72 | $6,355.36 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | AYLD | |
|---|---|---|
Pros |
| |
Cons |
|
DGSM | AYLD |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |