Compare AU

Compare DGSM vs. XALG

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

Community Stats

DGSM

XALG

Popularity

Low

Low

Pearlers invested

4

1

Median incremental investment

$12,947.16

$993.50

Median investment frequency

Fortnightly

Daily

Median total investment

$13,188.62

$1,012.61

Average age group

> 35

< 26


Key Summary

DGSM

XALG

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).

XALG.AX was created on 2015-12-21 by Alphinity. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform its benchmark after costs and over rolling three-year periods.

Top 3 holdings

Dimensional Global Small Company - Active ETF (100 %)

Alphinity Global Equity Fund - Active ETF (100 %)

Top 3 industries

Top 3 countries

Management fee

0.647 %

0.75 %


Key Summary

DGSM

XALG

Issuer

Dimensional

Alphinity

Tracking index

Asset class

ETF

ETF

Management fee

0.647 %

0.75 %

Price

$35.79

$12.38

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

0.08 %

1.74 %

Market

ASX

ASX

First listed date

18/08/2024

16/01/2023

Purchase fee

$6.50

$6.50


Community Stats

DGSM

XALG

Popularity

Low

Low

Pearlers invested

4

1

Median incremental investment

$12,947.16

$993.50

Median investment frequency

Fortnightly

Daily

Median total investment

$13,188.62

$1,012.61

Average age group

> 35

< 26


Pros and Cons

DGSM

XALG

Pros

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Higher management fee

DGSM

XALG

Lower management fee

Higher management fee

Lower distribution yield

Higher distribution yield

Home