Compare AU

Compare DGSM vs. DJRE

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 DJRE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DGSM

DJRE

Popularity

Low

Low

Pearlers invested

4

118

Median incremental investment

$12,947.16

$1,043.11

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,081.75

$4,023.86

Average age group

> 35

> 35


Key Summary

DGSM

DJRE

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).

DJRE.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on real estate equity. The ETF currently has 452.98m in AUM and 229 holdings. The SPDR Dow Jones Global Real Estate Fund seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select Real Estate Securities Index.

Top 3 holdings

Dimensional Global Small Company - Active ETF (100 %)

Prologis Inc (8.16 %)

Equinix Inc (5.98 %)

Welltower Inc (5.50 %)

Top 3 industries

Real Estate (100.00 %)

Other (5.20 %)

Top 3 countries

United States (73.60 %)

Japan (8.31 %)

United Kingdom of Great Britain and Northern Ireland (3.22 %)

Management fee

0.647 %

0.2 %


Key Summary

DGSM

DJRE

Issuer

Dimensional

SPDR

Tracking index

DJ Global Select Real Estate Securities Index (RESI)

Asset class

ETF

ETF

Management fee

0.647 %

0.2 %

Price

$35.50

$22.17

Size

N/A

$449.970 million

10Y return

N/A

3.74 %

Annual dividend/ distribution yield (5Y)

0.08 %

3.58 %

Market

ASX

ASX

First listed date

18/08/2024

04/11/2013

Purchase fee

$6.50

$6.50


Community Stats

DGSM

DJRE

Popularity

Low

Low

Pearlers invested

4

118

Median incremental investment

$12,947.16

$1,043.11

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,081.75

$4,023.86

Average age group

> 35

> 35


Pros and Cons

DGSM

DJRE

Pros

  • Higher price growth

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

DGSM

DJRE

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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