Compare AU

Compare DGVA vs. KSM

Compare shares and ETFs on the ASX that you can trade on Pearler.

Dimensional Global Value Trust - 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 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

N/A

Low

Pearlers invested

0

1

Median incremental investment

$0

$1,004.26

Median investment frequency

N/A

Monthly

Median total investment

$0

$932.96

Average age group

N/A

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

Dimensional Global Value Trust - Active ETF (100 %)

K2 Australian Small Cap Fund (Hedge Fund) (100 %)

Top 3 industries

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

$24.75

$2.38

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

- %

0.21 %

Market

ASX

ASX

First listed date

18/08/2024

15/12/2015

Purchase fee

$6.50

$6.50


Community Stats

DGVA

KSM

Popularity

N/A

Low

Pearlers invested

0

1

Median incremental investment

$0

$1,004.26

Median investment frequency

N/A

Monthly

Median total investment

$0

$932.96

Average age group

N/A

26 - 35


Pros and Cons

DGVA

KSM

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

DGVA

KSM

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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