Compare AU
Compare DGSM vs. LSGE
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 LSGE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 1 |
Median incremental investment | $1,201.54 | $642.00 |
Median investment frequency | Weekly | Weekly |
Median total investment | $6,331.65 | $886.46 |
Average age group | > 35 | 26 - 35 |
Key Summary
DGSM | LSGE | |
|---|---|---|
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). | LSGE.AX was created on 2021-10-01 by Loomis Sayles. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 46.23m in AUM and 46 holdings. To provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the Funds benchmark over a full market cycle. |
Top 3 holdings | Dimensional Global Small Company - Active ETF (100 %) | Meta Platforms Inc Class A (7.40 %) MercadoLibre Inc (6.37 %) Amazon.com Inc (5.70 %) |
Top 3 industries | Communication Services (34.49 %) Consumer Discretionary (33.34 %) Information Technology (24.17 %) | |
Top 3 countries | ||
Management fee | 0.647 % | 0.99 % |
Key Summary
DGSM | LSGE | |
|---|---|---|
Issuer | Dimensional | Loomis Sayles |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.99 % |
Price | $33.35 | $3.49 |
Size | N/A | $47.790 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.08 % | 0.71 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 1 |
Median incremental investment | $1,201.54 | $642.00 |
Median investment frequency | Weekly | Weekly |
Median total investment | $6,331.65 | $886.46 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
DGSM | LSGE | |
|---|---|---|
Pros |
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Cons |
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DGSM | LSGE |
|---|---|
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |