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Compare DGSM vs. EX20
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 Australian Ex-20 Portfolio Diversifier ETF (EX20). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 34 |
Median incremental investment | $2,399.80 | $1,867.32 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,928.27 | $5,361.30 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | EX20 | |
|---|---|---|
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). | EX20.AX was created on 2016-10-05 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. EX20.AX aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation. |
Top 3 holdings | Babcock International Group PLC (0.32 %) Flex Ltd (0.31 %) Tapestry Inc (0.28 %) | SPI 200 FUTURES DEC25 (0 %) NORTHERN STAR RESOURCES LTD (3.82 %) EVOLUTION MINING LTD (2.33 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Materials (19.11 %) Financials (14.85 %) Real Estate (11.08 %) |
Top 3 countries | Australia (89.38 %) United States (5.50 %) New Zealand (3.83 %) | |
Management fee | 0.647 % | 0.25 % |
Key Summary
DGSM | EX20 | |
|---|---|---|
Issuer | Dimensional | BetaShares |
Tracking index | Nasdaq Australia Completion Cap Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.25 % |
Price | $35.66 | $23.36 |
Size | N/A | $606.852 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.43 % | 2.86 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 07/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 34 |
Median incremental investment | $2,399.80 | $1,867.32 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,928.27 | $5,361.30 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | EX20 | |
|---|---|---|
Pros |
| |
Cons |
|
DGSM | EX20 |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |