Back
Compare AU
Compare KSM vs. DGCE
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 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/βdistribution 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 |
|
|
Cons |
|
|
KSM | DGCE |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |