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Compare DGSM vs. BANK
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 Australian Bank Credit ETF (BANK). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | BANK | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 13 |
Median incremental investment | $3,000.00 | $1,001.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,370.32 | $1,970.10 |
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 | Babcock International Group PLC (0.32 %) Flex Ltd (0.31 %) Tapestry Inc (0.28 %) | National Australia Bank Ltd Hybrid Security (2.44 %) National Australia Bank Ltd Hybrid Securiy (2.43 %) Commonwealth Bank of Australia 4.70476% (2.14 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | |
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 | $37.66 | $9.96 |
Size | N/A | $154.542 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.95 % | 3.47 % |
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 | 14 | 13 |
Median incremental investment | $3,000.00 | $1,001.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,370.32 | $1,970.10 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | BANK | |
|---|---|---|
Pros |
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Cons |
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DGSM | BANK |
|---|---|
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |