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Compare DGVA vs. KSM
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are DGVA and KSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DGVA | KSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $6,493.50 | $1,004.26 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $18,209.10 | $987.84 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
DGVA | KSM | |
|---|---|---|
Strategy | DGVA.AX was created on 1999-08-27 by Dimensional. The fund's investment portfolio concentrates primarily on large cap equity. The investment objective of the Trust is to provide long-term capital growth by gaining exposure to a diversified portfolio of large Value Companies associated with approved developed markets (excluding Australia). | KSM.AX was created on 2013-12-01 by K2. The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to deliver capital growth over the Long-Term by seeking out opportunities in undervalued companies in all market cycles |
Top 3 holdings | JPMorgan Chase & Co (3.52 %) Exxon Mobil Corp (2.07 %) Micron Technology Inc (1.73 %) | K2 Australian Small Cap Hedge Fund - Complex ETF (100 %) |
Top 3 industries | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) | |
Top 3 countries | ||
Management fee | 0 % | 1.31 % |
Key Summary
DGVA | KSM | |
|---|---|---|
Issuer | Dimensional | K2 |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 1.31 % |
Price | $27.30 | $2.51 |
Size | N/A | $11.323 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 1.74 % | 0.42 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 15/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGVA | KSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $6,493.50 | $1,004.26 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $18,209.10 | $987.84 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
DGVA | KSM | |
|---|---|---|
Pros |
| |
Cons |
|
DGVA | KSM |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |