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Compare AU

Compare DGSM vs. GROW

Compare shares and ETFs on the ASX that you can trade on Pearler.

Dimensional Global Small Company - Active ETF

ASX

Buy

Buy

Schroder Real Return Active ETF

ASX

Overview
Performance

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 GROW. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DGSM

GROW

Popularity

Low

Low

Pearlers invested

17

1

Median incremental investment

$2,055.48

$7,748.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$11,045.06

$546.72

Average age group

> 35

26 - 35

Key Summary

DGSM

GROW

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).

GROW.AX was created on 2016-08-09 by Schroder. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. Schroder Investment Management Australia Lim

Top 3 holdings

Ciena Corp (0.38 %)

Babcock International Group PLC (0.32 %)

Flex Ltd (0.30 %)

Schroder Real Return Active ETF (100 %)

Top 3 industries

Industrials (29.31 %)

Information Technology (27.46 %)

Consumer Discretionary (27.17 %)

Top 3 countries

United States (69.25 %)

Japan (7.39 %)

United Kingdom of Great Britain and Northern Ireland (4.04 %)

United States (39.91 %)

Australia (21.26 %)

Japan (7.98 %)

Management fee

0.647 %

0.84 %

Key Summary

DGSM

GROW

Issuer

Dimensional

Schroder

Tracking index

Asset class

ETF

ETF

Management fee

0.647 %

0.84 %

Price

$36.94

$4.02

Size

N/A

$59.293 million

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

1.74 %

4.36 %

Market

ASX

ASX

First listed date

18/08/2024

16/08/2016

Purchase fee

$6.50

$6.50

Community Stats

DGSM

GROW

Popularity

Low

Low

Pearlers invested

17

1

Median incremental investment

$2,055.48

$7,748.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$11,045.06

$546.72

Average age group

> 35

26 - 35

Pros and Cons

DGSM

GROW

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

DGSM

GROW

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield