Compare AU

Compare DGSM vs. BANK

Compare shares and ETFs on the ASX that you can trade on Pearler.

Dimensional Global Small Company - Active ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares are a popular choice. Two options in the ASX are DGSM and BANK. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DGSM

BANK

Popularity

Low

Low

Pearlers invested

4

14

Median incremental investment

$12,947.16

$995.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,203.36

$1,001.00

Average age group

> 35

> 35


Key Summary

DGSM

BANK

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).

BANK.AX was created on 2024-07-22 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide investors a return (before fees and expenses) that tracks the performance of the Solactive Australian Bank Credit Index, a published index, by holding a portfolio of Bonds and Hybrid Securities that may comprise all or a representation of the securities comprising the Index.

Top 3 holdings

Dimensional Global Small Company - Active ETF (100 %)

Global X Australian Bank Credit ETF (100 %)

Top 3 industries

Top 3 countries

Management fee

0.647 %

0.25 %


Key Summary

DGSM

BANK

Issuer

Dimensional

Global X

Tracking index

Solactive Australian Bank Credit Index - AUD - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.647 %

0.25 %

Price

$35.83

$10.01

Size

N/A

$41.258 million

10Y return

N/A

N/A

Annual dividend yield (5Y)

0.08 %

0.62 %

Market

ASX

ASX

First listed date

18/08/2024

23/07/2024

Purchase fee

$6.50

$6.50


Community Stats

DGSM

BANK

Popularity

Low

Low

Pearlers invested

4

14

Median incremental investment

$12,947.16

$995.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,203.36

$1,001.00

Average age group

> 35

> 35


Pros and Cons

DGSM

BANK

Pros

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

DGSM

BANK

Higher management fee

Lower management fee

Lower distribution yield

Higher distribution yield

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