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Compare DGSM vs. PLUS
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 VanEck Australian Corporate Bond Plus ETF (PLUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 3 |
Median incremental investment | $2,040.79 | $9,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $10,266.27 | $13,157.64 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | PLUS | |
|---|---|---|
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). | PLUS.AX was created on 2017-05-09 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 368.5m in AUM and 165 holdings. PLUS.AX invests in a diversified portfolio of Australian dollar denominated bonds consisting predominantly of the highest yielding investment grade corporate bonds issued in Australia with the aim of providing investment returns (before fees and other costs) that track the performance of the Markit iBoxx AUD Corporates Yield Plus Index. |
Top 3 holdings | Ciena Corp (0.38 %) Babcock International Group PLC (0.32 %) Flex Ltd (0.30 %) | VanEck Cash Plus Active ETF (1.53 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | |
Top 3 countries | United States (69.25 %) Japan (7.39 %) United Kingdom of Great Britain and Northern Ireland (4.04 %) | |
Management fee | 0.647 % | 0.32 % |
Key Summary
DGSM | PLUS | |
|---|---|---|
Issuer | Dimensional | VanEck |
Tracking index | Markit iBoxx AUD Corporates Yield Plus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.32 % |
Price | $35.34 | $16.74 |
Size | N/A | $364.560 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.74 % | 2.99 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 11/05/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 3 |
Median incremental investment | $2,040.79 | $9,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $10,266.27 | $13,157.64 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | PLUS | |
|---|---|---|
Pros |
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Cons |
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DGSM | PLUS |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |