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Compare DGSM vs. IAF
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 iShares Core Composite Bond ETF (IAF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | IAF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 547 |
Median incremental investment | $2,399.80 | $1,066.65 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,928.27 | $2,882.88 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | IAF | |
|---|---|---|
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). | IAF.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 3247.06m in AUM and 594 holdings. The fund aims to provide investors with the performance of the Bloomberg AusBond Composite 0+ Yr IndexSM, before fees and expenses. The index is designed to measure the performance of the Australian bond market and includes investment grade fixed income securities issued by the Australian Treasury. |
Top 3 holdings | Babcock International Group PLC (0.32 %) Flex Ltd (0.31 %) Tapestry Inc (0.28 %) | AUSTRALIA (COMMONWEALTH OF) RegS (2.54 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.42 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.40 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Other (99.31 %) Financials (0.25 %) Communication Services (0.19 %) |
Top 3 countries | ||
Management fee | 0.647 % | 0.15 % |
Key Summary
DGSM | IAF | |
|---|---|---|
Issuer | Dimensional | iShares |
Tracking index | Bloomberg AusBond Composite 0+ Yr Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.15 % |
Price | $35.66 | $103.01 |
Size | N/A | $3.501 billion |
10Y return | N/A | -1.96 % |
Annual distribution yield (5Y) | 1.43 % | 2.02 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | IAF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 547 |
Median incremental investment | $2,399.80 | $1,066.65 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,928.27 | $2,882.88 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | IAF | |
|---|---|---|
Pros |
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Cons |
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DGSM | IAF |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |