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Compare DGSM vs. STW
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 State Street SPDR S&P/ASX 200 ETF (STW). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 396 |
Median incremental investment | $2,399.80 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,160.05 | $5,343.92 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | STW | |
|---|---|---|
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). | STW.AX was created on 2001-08-24 by State Street . The fund's investment portfolio concentrates primarily on large cap equity. The Investment Objective of State Street SPDR S&P/ASX 200 ETF is to match the performance of its Index before fees and other costs. |
Top 3 holdings | Ciena Corp (0.33 %) Credo Technology Group Holding Ltd (0.31 %) Flex Ltd (0.31 %) | Commonwealth Bank of Australia (9.66 %) BHP Group Ltd (9.01 %) Westpac Banking Corp (4.92 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Financials (54.95 %) Materials (16.65 %) Health Care (10.33 %) |
Top 3 countries | Australia (94.83 %) United States (3.10 %) New Zealand (1.58 %) | |
Management fee | 0.647 % | 0 % |
Key Summary
DGSM | STW | |
|---|---|---|
Issuer | Dimensional | State Street |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0 % |
Price | $38.85 | $79.76 |
Size | N/A | $6.183 billion |
10Y return | N/A | 75.84 % |
Annual distribution yield (5Y) | 1.74 % | 4.31 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 396 |
Median incremental investment | $2,399.80 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,160.05 | $5,343.92 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | STW | |
|---|---|---|
Pros |
| |
Cons |
|
DGSM | STW |
|---|---|
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 |