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Compare DGSM vs. INIF
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 Aus Eq Inc Fund - Active ETF (INIF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | INIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 10 |
Median incremental investment | $2,699.90 | $993.72 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,722.24 | $4,036.14 |
Average age group | > 35 | 26 - 35 |
Key Summary
DGSM | INIF | |
|---|---|---|
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). | INIF.AX was created on 2018-06-18 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To achieve a total return of 1% above the S&P/ASX Accumulation Index p.a. and have a distribution yield 2% greater that the Intelligent Investor Growth Fund over rolling five year periods. |
Top 3 holdings | Ciena Corp (0.33 %) Credo Technology Group Holding Ltd (0.31 %) Flex Ltd (0.31 %) | BHP Group Ltd (7.39 %) ResMed Inc Chess Depository Interest (5.92 %) Mineral Resources Ltd (5.36 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Materials (22.37 %) Communication Services (18.23 %) Energy (17.03 %) |
Top 3 countries | ||
Management fee | 0.647 % | 0.97 % |
Key Summary
DGSM | INIF | |
|---|---|---|
Issuer | Dimensional | Intelligent Investor |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.97 % |
Price | $38.25 | $3.06 |
Size | N/A | $74.018 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.74 % | 5.23 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 19/06/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | INIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 10 |
Median incremental investment | $2,699.90 | $993.72 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,722.24 | $4,036.14 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
DGSM | INIF | |
|---|---|---|
Pros |
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Cons |
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DGSM | INIF |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |