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Compare DGSM vs. QYLD

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, 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 Global X Nasdaq 100 Covered Call Complex ETF (QYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

DGSM

QYLD

Popularity

Low

Low

Pearlers invested

19

29

Median incremental investment

$2,026.10

$1,214.74

Median investment frequency

Monthly

Monthly

Median total investment

$6,150.40

$6,531.32

Average age group

> 35

> 35

Key Summary

DGSM

QYLD

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).

QYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on large cap equity. Each Fund aims to provide investors with a return (before fees and other costs) that tracks the performance of the relevant Index.

Top 3 holdings

Ciena Corp (0.53 %)

Rocket Lab Corp (0.42 %)

Lumentum Holdings Inc (0.40 %)

NVIDIA Corp (7.67 %)

Apple Inc (7.34 %)

Micron Technology Inc (4.70 %)

Top 3 industries

Industrials (29.31 %)

Information Technology (27.46 %)

Consumer Discretionary (27.17 %)

Information Technology (61.38 %)

Communication Services (17.97 %)

Consumer Discretionary (15.85 %)

Top 3 countries

United States (69.25 %)

Japan (7.39 %)

United Kingdom of Great Britain and Northern Ireland (4.04 %)

United States (96.05 %)

Canada (1.29 %)

Netherlands (1.21 %)

Management fee

0.647 %

0.6 %

Key Summary

DGSM

QYLD

Issuer

Dimensional

Global X

Tracking index

Cboe Nasdaq 100 Half BuyWrite V2 Index

Asset class

ETF

ETF

Management fee

0.647 %

0.6 %

Price

$38.44

$10.76

Size

N/A

$25.559 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.26 %

7.72 %

Market

ASX

ASX

First listed date

18/08/2024

31/01/2023

Purchase fee

$6.50

$6.50

Community Stats

DGSM

QYLD

Popularity

Low

Low

Pearlers invested

19

29

Median incremental investment

$2,026.10

$1,214.74

Median investment frequency

Monthly

Monthly

Median total investment

$6,150.40

$6,531.32

Average age group

> 35

> 35

Pros and Cons

DGSM

QYLD

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

DGSM

QYLD

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower distribution yield

Higher distribution yield