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Compare KSM vs. DGCE

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

K2 Australian Small Cap Hedge Fund - Complex ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are KSM and DGCE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

KSM

DGCE

Popularity

Low

Low

Pearlers invested

1

21

Median incremental investment

$1,004.26

$2,589.50

Median investment frequency

Monthly

Monthly

Median total investment

$956.48

$7,184.21

Average age group

26 - 35

26 - 35

Key Summary

KSM

DGCE

Strategy

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

DGCE.AX was created on 2006-12-05 by Dimensional. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of securities associated with approved developed markets (excluding Australia), with increased emphasis on higher expected return securities relative to a Market Capitalisation Weighted portfolio.

Top 3 holdings

K2 Australian Small Cap Hedge Fund - Complex ETF (100 %)

NVIDIA Corp (4.53 %)

Apple Inc (3.69 %)

Microsoft Corp (3.13 %)

Top 3 industries

Information Technology (62.57 %)

Communication Services (13.21 %)

Consumer Discretionary (11.87 %)

Top 3 countries

Management fee

1.31 %

0.36 %

Key Summary

KSM

DGCE

Issuer

K2

Dimensional

Tracking index

Asset class

ETF

ETF

Management fee

1.31 %

0.36 %

Price

$2.44

$29.71

Size

$11.369 million

N/A

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

0.42 %

2.28 %

Market

ASX

ASX

First listed date

15/12/2015

12/11/2023

Purchase fee

$6.50

$6.50

Community Stats

KSM

DGCE

Popularity

Low

Low

Pearlers invested

1

21

Median incremental investment

$1,004.26

$2,589.50

Median investment frequency

Monthly

Monthly

Median total investment

$956.48

$7,184.21

Average age group

26 - 35

26 - 35

Pros and Cons

KSM

DGCE

Pros

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

KSM

DGCE

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield