Compare AU
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, shares are a popular choice. Two options in the ASX are DGSM and BAOR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | BAOR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $12,947.16 | $993.50 |
Median investment frequency | Fortnightly | Daily |
Median total investment | $13,188.62 | $0 |
Average age group | > 35 | N/A |
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 | Dimensional Global Small Company - Active ETF (100 %) | Aoris Int Fund (Class B) (Unhedged) Active ETF (100 %) |
Top 3 industries | ||
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 | $35.75 | $2.63 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 0.08 % | 1.95 % |
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 | 4 | 1 |
Median incremental investment | $12,947.16 | $993.50 |
Median investment frequency | Fortnightly | Daily |
Median total investment | $13,188.62 | $0 |
Average age group | > 35 | N/A |
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 |