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Compare ETHI vs. DGSM
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 Betashares Global Sustainability Leaders ETF (ETHI) and the Dimensional Global Small Company - Active ETF (DGSM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ETHI | DGSM | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,949 | 18 |
Median incremental investment | $790.50 | $2,040.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,056.90 | $11,570.38 |
Average age group | 26 - 35 | > 35 |
Key Summary
ETHI | DGSM | |
|---|---|---|
Strategy | ETHI seeks to track the performance of the NASDAQ Future Global Sustainability Leaders Index, which includes 200 large-cap companies considered as “Climate Leaders". It excludes companies that have direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations. | 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). |
Top 3 holdings | KRW - KOREAN WON (0 %) BROADCOM INC (8.37 %) NVIDIA CORP (6.63 %) | Ciena Corp (0.45 %) Lumentum Holdings Inc (0.43 %) United Therapeutics Corp (0.28 %) |
Top 3 industries | Information Technology (29.99 %) Other (25.75 %) Financials (16.96 %) | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) |
Top 3 countries | United States (73.44 %) Japan (7.40 %) Netherlands (2.92 %) | United States (69.25 %) Japan (7.39 %) United Kingdom of Great Britain and Northern Ireland (4.04 %) |
Management fee | 0.59 % | 0.647 % |
Key Summary
ETHI | DGSM | |
|---|---|---|
Issuer | BetaShares | Dimensional |
Tracking index | Nasdaq Future Global Sustainability Leaders Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.59 % | 0.647 % |
Price | $15.35 | $37.75 |
Size | $3.554 billion | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.51 % | 1.74 % |
Market | ASX | ASX |
First listed date | 09/01/2017 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ETHI | DGSM | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,949 | 18 |
Median incremental investment | $790.50 | $2,040.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,056.90 | $11,570.38 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ETHI | DGSM | |
|---|---|---|
Pros |
| |
Cons |
|
ETHI | DGSM |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |