Compare AU
Compare DGSM vs. ESGI
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 and ETFs are a popular choice. Two options in the ASX are DGSM and ESGI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 4 | 1,240 |
Median incremental investment | $12,947.16 | $746.22 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,188.62 | $1,919.32 |
Average age group | > 35 | 26 - 35 |
Key Summary
DGSM | ESGI | |
|---|---|---|
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). | The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes. |
Top 3 holdings | Dimensional Global Small Company - Active ETF (100 %) | ASML Holding NV (5.66 %) Adobe Inc (4.16 %) NVIDIA Corp (4.09 %) |
Top 3 industries | Information Technology (54.58 %) Health Care (18.78 %) Other (15.14 %) | |
Top 3 countries | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) | |
Management fee | 0.647 % | 0.55 % |
Key Summary
DGSM | ESGI | |
|---|---|---|
Issuer | Dimensional | VanEck |
Tracking index | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.55 % |
Price | $35.75 | $36.63 |
Size | N/A | $206.026 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.08 % | 3.26 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 08/03/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 4 | 1,240 |
Median incremental investment | $12,947.16 | $746.22 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $13,188.62 | $1,919.32 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
DGSM | ESGI | |
|---|---|---|
Pros |
| |
Cons |
|
DGSM | ESGI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |