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Compare DGSM vs. GEAR
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 Geared Australian Equities Complex ETF (GEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 275 |
Median incremental investment | $2,399.80 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,142.35 | $2,410.86 |
Average age group | > 35 | 26 - 35 |
Key Summary
DGSM | GEAR | |
|---|---|---|
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). | GEAR.AX was created on 2014-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to provide investors with geared exposure to a diversified portfolio of Australian shares as simply as buying any share on the ASX. As the fund is internally geared, investors do not need to take out margin loans and do not have the possibility of margin calls in relation to their investment in the Fund. |
Top 3 holdings | Babcock International Group PLC (0.32 %) Flex Ltd (0.31 %) Tapestry Inc (0.28 %) | COMMONWEALTH BANK OF AUSTRALIA (22.01 %) BHP GROUP LTD (18.14 %) WESTPAC BANKING CORP (11.10 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Other (36.19 %) Financials (21.66 %) Materials (11.94 %) |
Top 3 countries | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) | |
Management fee | 0.647 % | 0.8 % |
Key Summary
DGSM | GEAR | |
|---|---|---|
Issuer | Dimensional | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.8 % |
Price | $36.30 | $33.40 |
Size | N/A | $538.636 million |
10Y return | N/A | 87.11 % |
Annual distribution yield (5Y) | 1.43 % | 5.75 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 275 |
Median incremental investment | $2,399.80 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,142.35 | $2,410.86 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
DGSM | GEAR | |
|---|---|---|
Pros |
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Cons |
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DGSM | GEAR |
|---|---|
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 price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |