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Compare DGSM vs. BEAR
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 Australian Equities Bear Complex ETF (BEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 5 |
Median incremental investment | $2,040.79 | $996.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,838.20 | $964.25 |
Average age group | > 35 | 26 - 35 |
Key Summary
DGSM | BEAR | |
|---|---|---|
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). | BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises). |
Top 3 holdings | Astera Labs Inc (0.55 %) Ciena Corp (0.45 %) SanDisk Corp Ordinary Shares (0.44 %) | SPI 200 FUTURES SEP26 (0 %) AUD - AUSTRALIA DOLLAR (52.44 %) BETASHARES AUSTRALIAN CASH PLUS FUND (25.02 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Other (79.79 %) Communication Services (20.21 %) |
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 | BEAR | |
|---|---|---|
Issuer | Dimensional | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.647 % | 1.38 % |
Price | $39.30 | $7.25 |
Size | N/A | $31.111 million |
10Y return | N/A | -55.05 % |
Annual distribution yield (5Y) | 2.26 % | 0.35 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 5 |
Median incremental investment | $2,040.79 | $996.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,838.20 | $964.25 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
DGSM | BEAR | |
|---|---|---|
Pros |
| |
Cons |
|
DGSM | BEAR |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |