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Compare DGSM vs. CGHE
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 Claremont Global Fund (Hedged) Active ETF (CGHE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 1 |
Median incremental investment | $2,021.05 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $10,693.31 | $2,359.71 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | CGHE | |
|---|---|---|
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). | CGHE.AX was created on 2014-02-18 by Claremont Global. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to provide investors with a risk-adjusted return over a full market cycle (which is defined as a rolling 5-7 year period) hedged for foreign currency exposure. The Investment Manager also aims to generate a return in excess of the Funds Benchmark over this period. |
Top 3 holdings | Lumentum Holdings Inc (0.51 %) Ciena Corp (0.46 %) Tapestry Inc (0.33 %) | Amazon.com Inc (9.03 %) CME Group Inc Class A (8.71 %) Agilent Technologies Inc (8.03 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Other (57.70 %) Financials (14.88 %) Information Technology (13.50 %) |
Top 3 countries | United States (69.25 %) Japan (7.39 %) United Kingdom of Great Britain and Northern Ireland (4.04 %) | United States (89.21 %) France (8.17 %) Switzerland (2.63 %) |
Management fee | 0.647 % | 0 % |
Key Summary
DGSM | CGHE | |
|---|---|---|
Issuer | Dimensional | Claremont Global |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.647 % | 0 % |
Price | $37.21 | $1.56 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.74 % | - % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 1 |
Median incremental investment | $2,021.05 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $10,693.31 | $2,359.71 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | CGHE | |
|---|---|---|
Pros |
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Cons |
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DGSM | CGHE |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |