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Compare DGSM vs. IJR
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 S&P US 600 Small-Caps (IJR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 101 |
Median incremental investment | $2,134.95 | $1,610.28 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,952.80 | $6,283.84 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | IJR | |
|---|---|---|
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). | IJR.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of small capitalisation US equities. |
Top 3 holdings | Ciena Corp (0.45 %) Lumentum Holdings Inc (0.43 %) United Therapeutics Corp (0.28 %) | ISHARES CORE S&P SMALL-CAP ETF (99.76 %) USD CASH (0.13 %) AUD CASH (0.11 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Other (99.85 %) Communication Services (0.15 %) |
Top 3 countries | United States (69.25 %) Japan (7.39 %) United Kingdom of Great Britain and Northern Ireland (4.04 %) | United States (99.49 %) Switzerland (0.03 %) Hong Kong (0.03 %) |
Management fee | 0.647 % | 0.07 % |
Key Summary
DGSM | IJR | |
|---|---|---|
Issuer | Dimensional | iShares |
Tracking index | S&P Small Cap 600 | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.07 % |
Price | $39.01 | $196.37 |
Size | N/A | $828.309 million |
10Y return | N/A | 145.48 % |
Annual distribution yield (5Y) | 1.74 % | 1.28 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 101 |
Median incremental investment | $2,134.95 | $1,610.28 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,952.80 | $6,283.84 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | IJR | |
|---|---|---|
Pros |
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Cons |
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DGSM | IJR |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |