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Compare DGSM vs. IMPQ
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 Perennial Better Future Active ETF (IMPQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | IMPQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 585 |
Median incremental investment | $2,399.80 | $612.67 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,409.95 | $968.31 |
Average age group | > 35 | 26 - 35 |
Key Summary
DGSM | IMPQ | |
|---|---|---|
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). | IMPQ.AX was created on 2021-09-29 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to deliver long-term capital growth predominately through investments in Australian and New Zealand listed smaller and mid-cap companies that are Better Future Investments. |
Top 3 holdings | Babcock International Group PLC (0.32 %) Flex Ltd (0.31 %) Tapestry Inc (0.28 %) | Meridian Energy Ltd (5.79 %) NIB Holdings Ltd (5.36 %) PEXA Group Ltd (5.08 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Financials (27.32 %) Real Estate (17.06 %) Health Care (15.77 %) |
Top 3 countries | Australia (85.40 %) New Zealand (13.59 %) United States (1.01 %) | |
Management fee | 0.647 % | 0.99 % |
Key Summary
DGSM | IMPQ | |
|---|---|---|
Issuer | Dimensional | Perennial |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.99 % |
Price | $37.02 | $4.77 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.95 % | 2.43 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 23/05/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | IMPQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 585 |
Median incremental investment | $2,399.80 | $612.67 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,409.95 | $968.31 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
DGSM | IMPQ | |
|---|---|---|
Pros |
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Cons |
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DGSM | IMPQ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |