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Compare DGSM vs. XASG
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 Alphinity Global Sustainable Equity Fund - Active ETF (XASG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | XASG | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 11 | 0 |
Median incremental investment | $2,399.80 | $0 |
Median investment frequency | Fortnightly | N/A |
Median total investment | $11,480.84 | $0 |
Average age group | > 35 | N/A |
Key Summary
DGSM | XASG | |
|---|---|---|
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). | XASG.AX was created on 2021-06-02 by Alphinity. The fund's investment portfolio concentrates primarily on total market equity. The Fund primarily invests in a diversified portfolio of leading global sustainable companies, which are aligned with one or more of the United Nations Sustainable Development Goals (SDGs), with strong ESG characteristics. |
Top 3 holdings | Babcock International Group PLC (0.32 %) Flex Ltd (0.31 %) Tapestry Inc (0.28 %) | Microsoft Corp (6.78 %) NVIDIA Corp (5.49 %) ServiceNow Inc (4.46 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Information Technology (50.71 %) Financials (18.80 %) Health Care (15.55 %) |
Top 3 countries | ||
Management fee | 0.647 % | 0.75 % |
Key Summary
DGSM | XASG | |
|---|---|---|
Issuer | Dimensional | Alphinity |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.75 % |
Price | $36.75 | $7.13 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.43 % | 2.51 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 16/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | XASG | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 11 | 0 |
Median incremental investment | $2,399.80 | $0 |
Median investment frequency | Fortnightly | N/A |
Median total investment | $11,480.84 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
DGSM | XASG | |
|---|---|---|
Pros |
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Cons |
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DGSM | XASG |
|---|---|
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |