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Compare DGSM vs. IOZ
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 Core S&P/ASX 200 ETF (IOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 954 |
Median incremental investment | $2,055.48 | $998.63 |
Median investment frequency | Monthly | Monthly |
Median total investment | $11,054.03 | $2,905.47 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | IOZ | |
|---|---|---|
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). | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. |
Top 3 holdings | Ciena Corp (0.38 %) Babcock International Group PLC (0.32 %) Flex Ltd (0.30 %) | COMMONWEALTH BANK OF AUSTRALIA (10.63 %) BHP GROUP LTD (7.83 %) WESTPAC BANKING CORPORATION CORP (4.90 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) |
Top 3 countries | United States (69.25 %) Japan (7.39 %) United Kingdom of Great Britain and Northern Ireland (4.04 %) | Australia (95.21 %) United States (3.22 %) New Zealand (0.60 %) |
Management fee | 0.647 % | 0.05 % |
Key Summary
DGSM | IOZ | |
|---|---|---|
Issuer | Dimensional | iShares |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.05 % |
Price | $36.97 | $36.10 |
Size | N/A | $8.484 billion |
10Y return | N/A | 66.51 % |
Annual distribution yield (5Y) | 1.74 % | 4.03 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 954 |
Median incremental investment | $2,055.48 | $998.63 |
Median investment frequency | Monthly | Monthly |
Median total investment | $11,054.03 | $2,905.47 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | IOZ | |
|---|---|---|
Pros |
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Cons |
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DGSM | IOZ |
|---|---|
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 price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |