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Compare DGSM vs. MHG
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 Magellan Global Eq Fund (Currencyhdg) - Active ETF (MHG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | MHG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 3 |
Median incremental investment | $2,214.42 | $1,494.46 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $11,831.52 | $3,978.00 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | MHG | |
|---|---|---|
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). | MHG.AX was created on 2015-08-04 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. To achieve attractive risk-adjusted investment returns over the medium to long-term, While reducing the risk of permanent capital loss. |
Top 3 holdings | Ciena Corp (0.37 %) Flex Ltd (0.31 %) Tapestry Inc (0.30 %) | Amazon.com Inc (8.05 %) Microsoft Corp (7.46 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (5.25 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Consumer Discretionary (23.67 %) Other (20.78 %) Communication Services (17.14 %) |
Top 3 countries | United States (69.25 %) Japan (7.39 %) United Kingdom of Great Britain and Northern Ireland (4.04 %) | United States (73.98 %) France (5.92 %) Taiwan (5.38 %) |
Management fee | 0.647 % | 1.35 % |
Key Summary
DGSM | MHG | |
|---|---|---|
Issuer | Dimensional | Magellan |
Tracking index | MSCI World Index - Hedged to AUD | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 1.35 % |
Price | $37.70 | $3.90 |
Size | N/A | N/A |
10Y return | N/A | 75.68 % |
Annual distribution yield (5Y) | 1.74 % | 4.12 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 10/08/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | MHG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 3 |
Median incremental investment | $2,214.42 | $1,494.46 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $11,831.52 | $3,978.00 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | MHG | |
|---|---|---|
Pros |
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Cons |
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DGSM | MHG |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |