Compare AU
Compare DGSM vs. FUTR
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 FUTR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | FUTR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 2 |
Median incremental investment | $12,947.16 | $503.39 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $13,155.45 | $2,620.81 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | FUTR | |
---|---|---|
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). | FUTR.AX was created on 2021-09-01 by Janus Henderson. The fund's investment portfolio concentrates primarily on total market equity. The Fund seeks to provide capital growth over the long term and to achieve a total return after fees that exceeds the total return of the Benchmark (MSCI World Index (net dividends reinvested) in AUD), over rolling five year periods |
Top 3 holdings | Dimensional Global Small Company - Active ETF (100 %) | Microsoft Corp (5.55 %) NVIDIA Corp (4.79 %) T-Mobile US Inc (3.27 %) |
Top 3 industries | Information Technology (30.52 %) Financials (24.09 %) Industrials (18.71 %) | |
Top 3 countries | United States (63.63 %) France (7.69 %) Canada (6.06 %) | |
Management fee | 0.647 % | 0.8 % |
Key Summary
DGSM | FUTR | |
---|---|---|
Issuer | Dimensional | Janus Henderson |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.8 % |
Price | $35.70 | $38.26 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.08 % | 0.43 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 21/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | FUTR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 2 |
Median incremental investment | $12,947.16 | $503.39 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $13,155.45 | $2,620.81 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | FUTR | |
---|---|---|
Pros |
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Cons |
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DGSM | FUTR |
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Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |