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Compare AU

Compare DGSM vs. SSO

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 SPDR S&P/ASX Small Ordinaries ETF (SSO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

DGSM

SSO

Popularity

Low

Low

Pearlers invested

12

4

Median incremental investment

$2,399.80

$3,500.00

Median investment frequency

Fortnightly

Weekly

Median total investment

$11,928.27

$877.28

Average age group

> 35

> 35

Key Summary

DGSM

SSO

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).

SSO.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 33.02m in AUM and 200 holdings. The SPDR S&P/ASX Small Ordinaries ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX Small Ordinaries Index.

Top 3 holdings

Babcock International Group PLC (0.32 %)

Flex Ltd (0.31 %)

Tapestry Inc (0.28 %)

Capricorn Metals Ltd (1.91 %)

Eagers Automotive Ltd (1.82 %)

Westgold Resources Ltd (1.71 %)

Top 3 industries

Industrials (29.31 %)

Information Technology (27.46 %)

Consumer Discretionary (27.17 %)

Financials (38.86 %)

Materials (33.04 %)

Other (32.33 %)

Top 3 countries

Australia (88.20 %)

United States (5.61 %)

New Zealand (3.84 %)

Management fee

0.647 %

0.5 %

Key Summary

DGSM

SSO

Issuer

Dimensional

SPDR

Tracking index

S&P ASX Small Ordinaries

Asset class

ETF

ETF

Management fee

0.647 %

0.5 %

Price

$35.66

$16.71

Size

N/A

$31.757 million

10Y return

N/A

50.54 %

Annual distribution yield (5Y)

1.43 %

5.60 %

Market

ASX

ASX

First listed date

18/08/2024

13/04/2011

Purchase fee

$6.50

$6.50

Community Stats

DGSM

SSO

Popularity

Low

Low

Pearlers invested

12

4

Median incremental investment

$2,399.80

$3,500.00

Median investment frequency

Fortnightly

Weekly

Median total investment

$11,928.27

$877.28

Average age group

> 35

> 35

Pros and Cons

DGSM

SSO

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

DGSM

SSO

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