Back
Compare AU
Compare DGSM vs. ETHI
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 Betashares Global Sustainability Leaders ETF (ETHI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | ETHI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 17 | 3,925 |
Median incremental investment | $2,055.48 | $790.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $11,045.06 | $2,079.44 |
Average age group | > 35 | 26 - 35 |
Key Summary
DGSM | ETHI | |
|---|---|---|
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). | ETHI seeks to track the performance of the NASDAQ Future Global Sustainability Leaders Index, which includes 200 large-cap companies considered as “Climate Leaders". It excludes companies that have direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations. |
Top 3 holdings | Ciena Corp (0.38 %) Babcock International Group PLC (0.32 %) Flex Ltd (0.30 %) | KRW - KOREAN WON (0 %) BROADCOM INC (6.65 %) NVIDIA CORP (5.92 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Information Technology (29.99 %) Other (25.75 %) Financials (16.96 %) |
Top 3 countries | United States (69.25 %) Japan (7.39 %) United Kingdom of Great Britain and Northern Ireland (4.04 %) | United States (73.44 %) Japan (7.40 %) Netherlands (2.92 %) |
Management fee | 0.647 % | 0.59 % |
Key Summary
DGSM | ETHI | |
|---|---|---|
Issuer | Dimensional | BetaShares |
Tracking index | Nasdaq Future Global Sustainability Leaders Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.59 % |
Price | $36.94 | $15.29 |
Size | N/A | $3.588 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.74 % | 3.51 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 09/01/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | ETHI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 17 | 3,925 |
Median incremental investment | $2,055.48 | $790.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $11,045.06 | $2,079.44 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
DGSM | ETHI | |
|---|---|---|
Pros |
| |
Cons |
|
DGSM | ETHI |
|---|---|
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 |