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Compare DGSM vs. BBOZ
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 Betashares Aus Equities Strong Bear Complex ETF (BBOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 12 |
Median incremental investment | $2,307.11 | $3,054.75 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,693.36 | $2,712.65 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | BBOZ | |
|---|---|---|
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). | BBOZ.AX was created on 2015-04-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to help investors profit from, or protect against, a declining Australian share market. It seeks to generate magnified returns that are negatively correlated to the returns of the Australian share market (as measured by the S&P/ASX 200 Index) |
Top 3 holdings | Ciena Corp (0.37 %) Flex Ltd (0.31 %) Tapestry Inc (0.30 %) | SPI 200 FUTURES MAR26 (0 %) AUD - AUSTRALIA DOLLAR (83.25 %) BETASHARES AUSTRALIAN CASH PLUS FUND (16.75 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Other (68.91 %) Communication Services (31.09 %) |
Top 3 countries | United States (69.25 %) Japan (7.39 %) United Kingdom of Great Britain and Northern Ireland (4.04 %) | |
Management fee | 0.647 % | 1.38 % |
Key Summary
DGSM | BBOZ | |
|---|---|---|
Issuer | Dimensional | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.647 % | 1.38 % |
Price | $37.24 | $22.70 |
Size | N/A | $160.110 million |
10Y return | N/A | -21.67 % |
Annual distribution yield (5Y) | 1.74 % | 0.89 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 20/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 12 |
Median incremental investment | $2,307.11 | $3,054.75 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,693.36 | $2,712.65 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | BBOZ | |
|---|---|---|
Pros |
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Cons |
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DGSM | BBOZ |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |