Compare AU
Compare DGSM vs. MVOL
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 MVOL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 2 |
Median incremental investment | $12,947.16 | $2,592.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $13,173.88 | $2,728.28 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | MVOL | |
|---|---|---|
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). | MVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | Dimensional Global Small Company - Active ETF (100 %) | TELSTRA GROUP LTD (6.29 %) COMMONWEALTH BANK OF AUSTRALIA (4.50 %) CSL LTD (4.36 %) |
Top 3 industries | Financials (30.98 %) Materials (14.27 %) Industrials (11.65 %) | |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | |
Management fee | 0.647 % | 0.3 % |
Key Summary
DGSM | MVOL | |
|---|---|---|
Issuer | Dimensional | iShares |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.3 % |
Price | $35.75 | $33.07 |
Size | N/A | $20.244 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.08 % | 5.16 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 2 |
Median incremental investment | $12,947.16 | $2,592.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $13,173.88 | $2,728.28 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | MVOL | |
|---|---|---|
Pros |
| |
Cons |
|
DGSM | MVOL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |