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Compare DGSM vs. MCCL
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 Munro Climate Change Leaders Fund Active ETF (MCCL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | MCCL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 30 |
Median incremental investment | $2,399.80 | $1,000.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,160.05 | $2,066.73 |
Average age group | > 35 | 26 - 35 |
Key Summary
DGSM | MCCL | |
|---|---|---|
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). | MCCL.AX was created on 2022-01-20 by Munro. The fund's investment portfolio concentrates primarily on theme equity. The Fund is to maximise long term capital appreciation, by investing primarily in a concentrated long-only portfolio of companies focused on decarbonisation and climate change located anywhere in the world. The Fund aims to achieve a return greater than the MSCI All Country World (Net) Index in $A (Net) over a 5 to 7 year period |
Top 3 holdings | Ciena Corp (0.33 %) Credo Technology Group Holding Ltd (0.31 %) Flex Ltd (0.31 %) | GE Vernova Inc (8.23 %) NextEra Energy Inc (7.54 %) Constellation Energy Corp (6.83 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Industrials (51.61 %) Utilities (24.55 %) Information Technology (12.27 %) |
Top 3 countries | ||
Management fee | 0.647 % | 0.9 % |
Key Summary
DGSM | MCCL | |
|---|---|---|
Issuer | Dimensional | Munro |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.9 % |
Price | $38.51 | $18.08 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.74 % | 4.91 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 19/01/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | MCCL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 30 |
Median incremental investment | $2,399.80 | $1,000.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,160.05 | $2,066.73 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
DGSM | MCCL | |
|---|---|---|
Pros |
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Cons |
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DGSM | MCCL |
|---|---|
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |