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Compare DGSM vs. UMAX
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 S&P 500 Yield Maximiser Complex ETF (UMAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 47 |
Median incremental investment | $2,399.80 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,424.50 | $3,899.05 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | UMAX | |
|---|---|---|
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). | UMAX.AX was created on 2014-09-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. UMAX.AX aims to generate attractive quarterly income and reduce the volatility of portfolio returns by implementing an equity income investment strategy over a portfolio of stocks comprising the S&P 500 Index. UMAX.AX does not aim to track an index. |
Top 3 holdings | Babcock International Group PLC (0.32 %) Flex Ltd (0.31 %) Tapestry Inc (0.28 %) | ISHARES CORE S&P 500 ETF (99.86 %) USD - UNITED STATES DOLLAR (0.12 %) AUD - AUSTRALIA DOLLAR (0.01 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | |
Management fee | 0.647 % | 0.79 % |
Key Summary
DGSM | UMAX | |
|---|---|---|
Issuer | Dimensional | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.79 % |
Price | $36.67 | $27.11 |
Size | N/A | $294.748 million |
10Y return | N/A | 48.55 % |
Annual distribution yield (5Y) | 1.43 % | 5.84 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | UMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 47 |
Median incremental investment | $2,399.80 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,424.50 | $3,899.05 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | UMAX | |
|---|---|---|
Pros |
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Cons |
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DGSM | UMAX |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |