Compare AU
Compare DGSM vs. DGVA
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 DGVA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $7,500.00 | $15,880.27 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $15,265.11 | $31,545.60 |
Average age group | > 35 | < 26 |
Key Summary
DGSM | DGVA | |
|---|---|---|
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). | DGVA.AX was created on 1999-08-27 by Dimensional. The fund's investment portfolio concentrates primarily on large cap equity. The investment objective of the Trust is to provide long-term capital growth by gaining exposure to a diversified portfolio of large Value Companies associated with approved developed markets (excluding Australia). |
Top 3 holdings | Dimensional Global Small Company - Active ETF (100 %) | Dimensional Global Value Trust - Active ETF (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.647 % | 0 % |
Key Summary
DGSM | DGVA | |
|---|---|---|
Issuer | Dimensional | Dimensional |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.647 % | 0 % |
Price | $32.97 | $24.80 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 0.08 % | 0.16 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $7,500.00 | $15,880.27 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $15,265.11 | $31,545.60 |
Average age group | > 35 | < 26 |
Pros and Cons
DGSM | DGVA | |
|---|---|---|
Pros |
| |
Cons |
|
DGSM | DGVA |
|---|---|
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |