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Compare DGSM vs. BAOR
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 Aoris Int Fund (Class B) (Unhedged) Active ETF (BAOR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | BAOR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 2 |
Median incremental investment | $2,699.90 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,815.20 | $801.15 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | BAOR | |
|---|---|---|
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). | BAOR.AX was created on 2023-05-01 by AORIS. The fund's investment portfolio concentrates primarily on total market equity. This class aims to achieve annualised returns in excess of the benchmark after all fees and expenses measured over a market cycle, which we consider to be seven years. Returns are not guaranteed. |
Top 3 holdings | Ciena Corp (0.33 %) Credo Technology Group Holding Ltd (0.31 %) Flex Ltd (0.31 %) | Microsoft Corp (8.85 %) Visa Inc Class A (8.71 %) Halma PLC (8.65 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Information Technology (42.85 %) Industrials (35.80 %) Financials (11.06 %) |
Top 3 countries | ||
Management fee | 0.647 % | 1.1 % |
Key Summary
DGSM | BAOR | |
|---|---|---|
Issuer | Dimensional | AORIS |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.647 % | 1.1 % |
Price | $38.60 | $2.45 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.74 % | 6.04 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 30/04/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | BAOR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 2 |
Median incremental investment | $2,699.90 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,815.20 | $801.15 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | BAOR | |
|---|---|---|
Pros |
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Cons |
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DGSM | BAOR |
|---|---|
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |