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Compare DGSM vs. EIGA
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 Perennial Income Generator Active ETF (EIGA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 49 |
Median incremental investment | $2,055.48 | $556.90 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,683.34 | $1,409.28 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | EIGA | |
|---|---|---|
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). | EIGA.AX was created on 2018-05-07 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to provide investors with an attractive level of tax effective income, paid via monthly distributions. The Fund aims to provide a gross yield, adjusted for applicable franking credits, above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt). |
Top 3 holdings | Astera Labs Inc (0.36 %) Tenet Healthcare Corp (0.24 %) XPO Inc (0.24 %) | BHP Group Ltd (11.06 %) Commonwealth Bank of Australia (9.98 %) National Australia Bank Ltd (7.14 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Financials (26.84 %) Materials (26.80 %) Consumer Discretionary (16.70 %) |
Top 3 countries | United States (69.25 %) Japan (7.39 %) United Kingdom of Great Britain and Northern Ireland (4.04 %) | Australia (97.50 %) United States (2.50 %) |
Management fee | 0.647 % | 0.8 % |
Key Summary
DGSM | EIGA | |
|---|---|---|
Issuer | Dimensional | Perennial |
Tracking index | S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.8 % |
Price | $38.42 | $3.81 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.26 % | 5.87 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 07/05/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 49 |
Median incremental investment | $2,055.48 | $556.90 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,683.34 | $1,409.28 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | EIGA | |
|---|---|---|
Pros |
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Cons |
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DGSM | EIGA |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |