Compare AU

Compare DGSM vs. IFRA

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

Dimensional Global Small Company - Active ETF

ASX

Buy

Buy

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

Community Stats

DGSM

IFRA

Popularity

Low

Low

Pearlers invested

4

124

Median incremental investment

$12,947.16

$999.60

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,155.45

$4,261.04

Average age group

> 35

> 35


Key Summary

DGSM

IFRA

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).

IFRA.AX was created on 2016-04-29 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. A Fund does not aim to perfectly replicate its Reference Index on a one-to-one basis

Top 3 holdings

Dimensional Global Small Company - Active ETF (100 %)

Transurban Group (4.68 %)

Aena SME SA (4.54 %)

NextEra Energy Inc (4.46 %)

Top 3 industries

Other (89.69 %)

Energy (8.84 %)

Real Estate (7.87 %)

Top 3 countries

United States (60.06 %)

Canada (10.62 %)

Spain (6.21 %)

Management fee

0.647 %

0.52 %


Key Summary

DGSM

IFRA

Issuer

Dimensional

VanEck

Tracking index

FTSE Developed Core Infrastructure 50/50 Index - CAD

Asset class

ETF

ETF

Management fee

0.647 %

0.52 %

Price

$35.70

$21.91

Size

N/A

$1.250 billion

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

0.08 %

3.32 %

Market

ASX

ASX

First listed date

18/08/2024

03/05/2016

Purchase fee

$6.50

$6.50


Community Stats

DGSM

IFRA

Popularity

Low

Low

Pearlers invested

4

124

Median incremental investment

$12,947.16

$999.60

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,155.45

$4,261.04

Average age group

> 35

> 35


Pros and Cons

DGSM

IFRA

Pros

  • Higher price growth

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

DGSM

IFRA

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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