Compare AU
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, shares are a popular choice. Two options in the ASX are DGSM and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 2 |
Median incremental investment | $12,947.16 | $523.25 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $13,188.62 | $795.00 |
Average age group | > 35 | 26 - 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 | Dimensional Global Small Company - Active ETF (100 %) | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) |
Top 3 industries | ||
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 | $35.75 | $3.18 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 0.08 % | 6.02 % |
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 | 4 | 2 |
Median incremental investment | $12,947.16 | $523.25 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $13,188.62 | $795.00 |
Average age group | > 35 | 26 - 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 |