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Compare DGSM vs. WVOL
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 iShares MSCI World Ex Aust Minimum Volatility ETF (WVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 6 |
Median incremental investment | $2,055.48 | $2,052.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $10,587.59 | $2,867.15 |
Average age group | > 35 | 26 - 35 |
Key Summary
DGSM | WVOL | |
|---|---|---|
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). | WVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 80.68m in AUM and 409 holdings. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | Ciena Corp (0.38 %) Babcock International Group PLC (0.32 %) Flex Ltd (0.30 %) | JOHNSON & JOHNSON (1.22 %) DUKE ENERGY CORP (1.03 %) SOFTBANK CORP (1.02 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Information Technology (20.14 %) Health Care (13.50 %) Consumer Staples (10.71 %) |
Top 3 countries | United States (69.25 %) Japan (7.39 %) United Kingdom of Great Britain and Northern Ireland (4.04 %) | United States (66.15 %) Japan (10.60 %) Canada (4.16 %) |
Management fee | 0.647 % | 0.3 % |
Key Summary
DGSM | WVOL | |
|---|---|---|
Issuer | Dimensional | iShares |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.3 % |
Price | $35.41 | $44.11 |
Size | N/A | $77.978 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.74 % | 2.73 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 6 |
Median incremental investment | $2,055.48 | $2,052.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $10,587.59 | $2,867.15 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
DGSM | WVOL | |
|---|---|---|
Pros |
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Cons |
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DGSM | WVOL |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |