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Compare AU
Compare DGSM vs. OZF
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 SPDR S&P/ASX 200 Financials Ex A-REIT ETF (OZF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 19 |
Median incremental investment | $3,000.00 | $536.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,503.12 | $1,013.88 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | OZF | |
|---|---|---|
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). | OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 46.67m in AUM and 34 holdings. The SPDR S&P/ASX 200 Financials EX A-REIT ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT Index. |
Top 3 holdings | Babcock International Group PLC (0.32 %) Flex Ltd (0.31 %) Tapestry Inc (0.28 %) | Commonwealth Bank of Australia (29.82 %) Westpac Banking Corp (15.00 %) National Australia Bank Ltd (14.48 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Financials (100.00 %) Other (3.18 %) |
Top 3 countries | Australia (99.41 %) United States (0.59 %) | |
Management fee | 0.647 % | 0.4 % |
Key Summary
DGSM | OZF | |
|---|---|---|
Issuer | Dimensional | SPDR |
Tracking index | S&P/ASX 200 Financials Ex-A-REIT - AUD | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.4 % |
Price | $37.66 | $29.82 |
Size | N/A | $53.141 million |
10Y return | N/A | 52.92 % |
Annual distribution yield (5Y) | 0.95 % | 3.86 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 19 |
Median incremental investment | $3,000.00 | $536.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,503.12 | $1,013.88 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | OZF | |
|---|---|---|
Pros |
| |
Cons |
|
DGSM | OZF |
|---|---|
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 |