Compare AU

Compare DGSM vs. CRED

Compare shares and ETFs on the ASX that you can trade on Pearler.

Dimensional Global Small Company - Active ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are DGSM and CRED. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DGSM

CRED

Popularity

Low

Low

Pearlers invested

4

23

Median incremental investment

$12,947.16

$4,500.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,081.75

$4,678.32

Average age group

> 35

> 35


Key Summary

DGSM

CRED

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).

CRED.AX was created on 2018-05-31 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 1051.08m in AUM and 58 holdings. CRED.AX aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of senior, fixed-rate, investment grade Australian corporate bonds.

Top 3 holdings

Dimensional Global Small Company - Active ETF (100 %)

ENBW INTL FINANCE BV 6.048% OCT-34 (2.28 %)

BRISBANE AIRPORT CORP 5.9% MAR-34 (2.24 %)

ORIGIN ENERGY FINANCE 5.35% SEP-31 (2.22 %)

Top 3 industries

Other (99.06 %)

Communication Services (0.94 %)

Top 3 countries

Management fee

0.647 %

0.25 %


Key Summary

DGSM

CRED

Issuer

Dimensional

BetaShares

Tracking index

Solactive Australian Investment Grade Corporate Bond Select Index - AUD

Asset class

ETF

ETF

Management fee

0.647 %

0.25 %

Price

$35.50

$23.16

Size

N/A

$1.071 billion

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

0.08 %

4.60 %

Market

ASX

ASX

First listed date

18/08/2024

04/06/2018

Purchase fee

$6.50

$6.50


Community Stats

DGSM

CRED

Popularity

Low

Low

Pearlers invested

4

23

Median incremental investment

$12,947.16

$4,500.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,081.75

$4,678.32

Average age group

> 35

> 35


Pros and Cons

DGSM

CRED

Pros

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

DGSM

CRED

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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