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Compare DGSM vs. YMAX
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 Aus Top 20 Eqy Yield Max Complex ETF (YMAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 81 |
Median incremental investment | $2,399.80 | $1,249.69 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,142.35 | $3,273.60 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | YMAX | |
|---|---|---|
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). | YMAX.AX was created on 2012-11-22 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. YMAX.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 the 20 largest blue-chip shares listed on the ASX. YMAX.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 %) | ANZE AU 11/20/25 C37.51 (0 %) ALL AU 11/20/25 C69 (0 %) AS51 11/20/25 C9275 (0 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Financials (44.88 %) Materials (16.70 %) Consumer Discretionary (8.57 %) |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.647 % | 0.76 % |
Key Summary
DGSM | YMAX | |
|---|---|---|
Issuer | Dimensional | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.76 % |
Price | $35.66 | $7.30 |
Size | N/A | $615.803 million |
10Y return | N/A | -22.67 % |
Annual distribution yield (5Y) | 1.43 % | 8.34 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 26/11/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | YMAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 81 |
Median incremental investment | $2,399.80 | $1,249.69 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,142.35 | $3,273.60 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | YMAX | |
|---|---|---|
Pros |
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Cons |
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DGSM | YMAX |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |