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Compare DGSM vs. QFN
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 Betashares Australian Financials Sector ETF (QFN). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | QFN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 37 |
Median incremental investment | $2,134.95 | $745.34 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,952.80 | $2,781.54 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | QFN | |
|---|---|---|
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). | QFN.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 106.71m in AUM and 27 holdings. QFN.AX aims to track the performance of an index (before fees and expenses) comprising the largest ASX-listed companies in the financial sector, including the Big 4 banks and insurance companies but excluding Real Estate Investment Trusts. |
Top 3 holdings | Ciena Corp (0.45 %) Lumentum Holdings Inc (0.43 %) United Therapeutics Corp (0.28 %) | S&P/ASX200 F-REIT JUN26 (0 %) COMMONWEALTH BANK OF AUSTRALIA (31.66 %) WESTPAC BANKING CORP (14.18 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Financials (98.17 %) Communication Services (2.56 %) Other (1.83 %) |
Top 3 countries | United States (69.25 %) Japan (7.39 %) United Kingdom of Great Britain and Northern Ireland (4.04 %) | Australia (99.83 %) United States (0.17 %) |
Management fee | 0.647 % | 0.34 % |
Key Summary
DGSM | QFN | |
|---|---|---|
Issuer | Dimensional | BetaShares |
Tracking index | Solactive Australia Financials Ex-REITs Sector Index | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.34 % |
Price | $39.01 | $17.17 |
Size | N/A | $134.449 million |
10Y return | N/A | 60.02 % |
Annual distribution yield (5Y) | 1.74 % | 3.12 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 15/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | QFN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 37 |
Median incremental investment | $2,134.95 | $745.34 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,952.80 | $2,781.54 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | QFN | |
|---|---|---|
Pros |
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Cons |
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DGSM | QFN |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |