Compare AU

Compare DGSM vs. MVA

Compare shares and ETFs on the ASX that you can trade on Pearler.

Dimensional Global Small Company - Active ETF

ASX

Buy

Buy

Overview
Performance

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 MVA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DGSM

MVA

Popularity

Low

Low

Pearlers invested

4

80

Median incremental investment

$12,947.16

$607.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,081.75

$2,385.62

Average age group

> 35

> 35


Key Summary

DGSM

MVA

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).

MVA.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. The VanEck Australian Property ETF invests in a diversified portfolio of ASX-listed securities with the aim of providing investment returns that closely track the returns of the MVIS Australia A-REITs Index.

Top 3 holdings

Dimensional Global Small Company - Active ETF (100 %)

Scentre Group (10.10 %)

Dexus (10.10 %)

Goodman Group (10.03 %)

Top 3 industries

Real Estate (100.00 %)

Top 3 countries

Australia (100.00 %)

Management fee

0.647 %

0.35 %


Key Summary

DGSM

MVA

Issuer

Dimensional

VanEck

Tracking index

MVIS Australia A-REITs Index - AUD

Asset class

ETF

ETF

Management fee

0.647 %

0.35 %

Price

$35.32

$23.41

Size

N/A

$593.333 million

10Y return

N/A

21.61 %

Annual dividend/β€Šdistribution yield (5Y)

0.08 %

5.03 %

Market

ASX

ASX

First listed date

18/08/2024

16/10/2013

Purchase fee

$6.50

$6.50


Community Stats

DGSM

MVA

Popularity

Low

Low

Pearlers invested

4

80

Median incremental investment

$12,947.16

$607.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,081.75

$2,385.62

Average age group

> 35

> 35


Pros and Cons

DGSM

MVA

Pros

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

DGSM

MVA

Lower exposure to AU market

Higher exposure to AU market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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