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Compare DGSM vs. GIVE
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 Perpetual Esg Australian Share Active ETF (GIVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 2 |
Median incremental investment | $3,000.00 | $543.50 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $12,503.12 | $2,752.50 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | GIVE | |
|---|---|---|
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). | GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. |
Top 3 holdings | Babcock International Group PLC (0.32 %) Flex Ltd (0.31 %) Tapestry Inc (0.28 %) | Deterra Royalties Ltd Ordinary Shares (6.70 %) Reliance Worldwide Corp Ltd (6.23 %) GPT Group (5.93 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) |
Top 3 countries | ||
Management fee | 0.647 % | 0.65 % |
Key Summary
DGSM | GIVE | |
|---|---|---|
Issuer | Dimensional | Perpetual |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.65 % |
Price | $37.66 | $3.00 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.95 % | 9.27 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 2 |
Median incremental investment | $3,000.00 | $543.50 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $12,503.12 | $2,752.50 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | GIVE | |
|---|---|---|
Pros |
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Cons |
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DGSM | GIVE |
|---|---|
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |