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Compare DGSM vs. ZYUS
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 Global X S&P 500 High Yield Low Volatility ETF (ZYUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | ZYUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 83 |
Median incremental investment | $2,055.48 | $682.66 |
Median investment frequency | Monthly | Monthly |
Median total investment | $10,587.59 | $1,989.51 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | ZYUS | |
|---|---|---|
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). | ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index |
Top 3 holdings | Ciena Corp (0.38 %) Babcock International Group PLC (0.32 %) Flex Ltd (0.30 %) | Verizon Communications Inc (3.52 %) Conagra Brands Inc (3.14 %) Altria Group Inc (3.11 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Consumer Staples (32.40 %) Real Estate (29.02 %) Energy (20.31 %) |
Top 3 countries | United States (69.25 %) Japan (7.39 %) United Kingdom of Great Britain and Northern Ireland (4.04 %) | United States (97.95 %) United Kingdom of Great Britain and Northern Ireland (2.05 %) |
Management fee | 0.647 % | 0.35 % |
Key Summary
DGSM | ZYUS | |
|---|---|---|
Issuer | Dimensional | ETFS |
Tracking index | S&P 500 Low Volatility High Dividend Index | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.35 % |
Price | $35.41 | $14.11 |
Size | N/A | $73.179 million |
10Y return | N/A | 19.17 % |
Annual distribution yield (5Y) | 1.74 % | 4.55 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 12/06/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | ZYUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 83 |
Median incremental investment | $2,055.48 | $682.66 |
Median investment frequency | Monthly | Monthly |
Median total investment | $10,587.59 | $1,989.51 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | ZYUS | |
|---|---|---|
Pros |
| |
Cons |
|
DGSM | ZYUS |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |