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Compare DGSM vs. IIGF
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 Intelligent Investor Eq Growth Fund Active ETF (IIGF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | IIGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 13 |
Median incremental investment | $2,040.79 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $10,327.28 | $2,394.93 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | IIGF | |
|---|---|---|
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). | IIGF.AX was created on 2020-10-05 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to achieve a return of 2% above the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment. |
Top 3 holdings | Ciena Corp (0.38 %) Babcock International Group PLC (0.32 %) Flex Ltd (0.30 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.11 %) Mineral Resources Ltd (5.85 %) Dalrymple Bay Infrastructure Ltd Stapled (Ordinary Share , Unsecured note) (5.78 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Other (45.06 %) Energy (13.21 %) Consumer Discretionary (7.98 %) |
Top 3 countries | United States (69.25 %) Japan (7.39 %) United Kingdom of Great Britain and Northern Ireland (4.04 %) | Australia (60.37 %) United States (14.63 %) United Kingdom of Great Britain and Northern Ireland (9.34 %) |
Management fee | 0.647 % | 0.97 % |
Key Summary
DGSM | IIGF | |
|---|---|---|
Issuer | Dimensional | Intelligent Investor |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.97 % |
Price | $35.55 | $2.91 |
Size | N/A | $86.876 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.74 % | 5.59 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 05/10/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | IIGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 13 |
Median incremental investment | $2,040.79 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $10,327.28 | $2,394.93 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | IIGF | |
|---|---|---|
Pros |
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Cons |
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DGSM | IIGF |
|---|---|
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 |