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Compare DGSM vs. JPEQ
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 Jpmorgan Us 100Q Equity Premium Income Active ETF (JPEQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | JPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 6 |
Median incremental investment | $2,214.42 | $2,000.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $11,661.96 | $29,518.67 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | JPEQ | |
|---|---|---|
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). | JPEQ.AX was created on 2023-05-23 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to seek current income while maintaining prospects for capital appreciation. |
Top 3 holdings | Ciena Corp (0.37 %) Flex Ltd (0.31 %) Tapestry Inc (0.30 %) | JPMorgan Nasdaq Equity Premium Inc ETF (98.86 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | |
Top 3 countries | United States (69.25 %) Japan (7.39 %) United Kingdom of Great Britain and Northern Ireland (4.04 %) | United States (96.87 %) Netherlands (1.52 %) Canada (0.81 %) |
Management fee | 0.647 % | 0.4 % |
Key Summary
DGSM | JPEQ | |
|---|---|---|
Issuer | Dimensional | JPMorgan |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.4 % |
Price | $37.14 | $57.71 |
Size | N/A | $80.005 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.74 % | 6.12 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 24/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | JPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 6 |
Median incremental investment | $2,214.42 | $2,000.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $11,661.96 | $29,518.67 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | JPEQ | |
|---|---|---|
Pros |
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Cons |
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DGSM | JPEQ |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |