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Compare DGSM vs. IGRO
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 High Growth Esg ETF (IGRO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | IGRO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 13 |
Median incremental investment | $2,214.42 | $761.99 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,661.96 | $3,090.56 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | IGRO | |
|---|---|---|
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). | IGRO.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds |
Top 3 holdings | Ciena Corp (0.37 %) Flex Ltd (0.31 %) Tapestry Inc (0.30 %) | iShares Core MSCI Wld Ex Aus ESG ETF (40.32 %) iShares Core MSCI Australia ESG ETF (30.89 %) iShares Core MSCI Wld ex Aus ESG AUHDETF (18.72 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Other (99.98 %) Communication Services (0.02 %) |
Top 3 countries | United States (69.25 %) Japan (7.39 %) United Kingdom of Great Britain and Northern Ireland (4.04 %) | United States (48.95 %) Australia (33.58 %) Japan (4.12 %) |
Management fee | 0.647 % | 0.22 % |
Key Summary
DGSM | IGRO | |
|---|---|---|
Issuer | Dimensional | iShares |
Tracking index | 34% MSCI Australia IMI Custom ESG Leaders Index - 43% MSCI World Ex Australia Custom ESG Leaders Index - 13% MSCI World Ex Australia Custom ESG Leaders Index AUD Hedged - 10% Other Benchmark - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.22 % |
Price | $37.14 | $35.12 |
Size | N/A | $24.829 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.74 % | 2.40 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | IGRO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 13 |
Median incremental investment | $2,214.42 | $761.99 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,661.96 | $3,090.56 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | IGRO | |
|---|---|---|
Pros |
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Cons |
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DGSM | IGRO |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |