Compare AU

Compare DGSM vs. TECH

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, shares and ETFs are a popular choice. Two options in the ASX are DGSM and TECH. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DGSM

TECH

Popularity

Low

Low

Pearlers invested

4

179

Median incremental investment

$12,947.16

$710.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,026.48

$2,387.80

Average age group

> 35

> 35


Key Summary

DGSM

TECH

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).

The Global X Morningstar Global Technology ETF (TECH: ASX) seeks to track the performance of the Morningstar Developed Markets Technology Moat Focus Index before considering any fees, expenses, or taxes.

Top 3 holdings

Dimensional Global Small Company - Active ETF (100 %)

Sony Group Corp (4.39 %)

Adyen NV (4.28 %)

Zscaler Inc (4.25 %)

Top 3 industries

Information Technology (48.98 %)

Industrials (30.56 %)

Consumer Discretionary (10.28 %)

Top 3 countries

United States (76.16 %)

Netherlands (7.48 %)

Japan (5.55 %)

Management fee

0.647 %

0.45 %


Key Summary

DGSM

TECH

Issuer

Dimensional

Global X

Tracking index

Morningstar Developed Markets Technology Moat Focus Index - USD

Asset class

ETF

ETF

Management fee

0.647 %

0.45 %

Price

$35.50

$120.78

Size

N/A

$380.357 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

0.08 %

7.45 %

Market

ASX

ASX

First listed date

18/08/2024

11/04/2017

Purchase fee

$6.50

$6.50


Community Stats

DGSM

TECH

Popularity

Low

Low

Pearlers invested

4

179

Median incremental investment

$12,947.16

$710.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,026.48

$2,387.80

Average age group

> 35

> 35


Pros and Cons

DGSM

TECH

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

DGSM

TECH

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

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