Back
Compare AU
Compare DGSM vs. KSM
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are DGSM and KSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | KSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 1 |
Median incremental investment | $2,399.80 | $1,004.26 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,480.84 | $983.92 |
Average age group | > 35 | 26 - 35 |
Key Summary
DGSM | KSM | |
|---|---|---|
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). | KSM.AX was created on 2013-12-01 by K2. The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to deliver capital growth over the Long-Term by seeking out opportunities in undervalued companies in all market cycles |
Top 3 holdings | Babcock International Group PLC (0.32 %) Flex Ltd (0.31 %) Tapestry Inc (0.28 %) | K2 Australian Small Cap Hedge Fund - Complex ETF (100 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | |
Top 3 countries | ||
Management fee | 0.647 % | 1.31 % |
Key Summary
DGSM | KSM | |
|---|---|---|
Issuer | Dimensional | K2 |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.647 % | 1.31 % |
Price | $36.75 | $2.51 |
Size | N/A | $11.585 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 1.43 % | 0.42 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 15/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | KSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 1 |
Median incremental investment | $2,399.80 | $1,004.26 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,480.84 | $983.92 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
DGSM | KSM | |
|---|---|---|
Pros |
|
|
Cons |
|
|
DGSM | KSM |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |