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Compare LSGE 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 Loomis Sayles Global Equity Fund - Active ETF (LSGE) 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
LSGE | DGSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 17 |
Median incremental investment | $993.50 | $2,307.11 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $3,031.60 | $11,693.36 |
Average age group | < 26 | > 35 |
Key Summary
LSGE | DGSM | |
|---|---|---|
Strategy | LSGE.AX was created on 2021-10-01 by Loomis Sayles. The fund's investment portfolio concentrates primarily on total market equity. To provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the Funds benchmark over a full market cycle. | 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 | Alphabet Inc Class A (7.15 %) Meta Platforms Inc Class A (6.82 %) Tesla Inc (6.12 %) | Ciena Corp (0.37 %) Flex Ltd (0.31 %) Tapestry Inc (0.30 %) |
Top 3 industries | Information Technology (35.20 %) Communication Services (33.86 %) Consumer Discretionary (30.94 %) | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) |
Top 3 countries | United States (63.40 %) China (7.47 %) Brazil (6.67 %) | United States (69.25 %) Japan (7.39 %) United Kingdom of Great Britain and Northern Ireland (4.04 %) |
Management fee | 0.99 % | 0.647 % |
Key Summary
LSGE | DGSM | |
|---|---|---|
Issuer | Loomis Sayles | Dimensional |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.647 % |
Price | $2.12 | $37.24 |
Size | $42.586 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 35.18 % | 1.74 % |
Market | ASX | ASX |
First listed date | 30/09/2021 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LSGE | DGSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 17 |
Median incremental investment | $993.50 | $2,307.11 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $3,031.60 | $11,693.36 |
Average age group | < 26 | > 35 |
Pros and Cons
LSGE | DGSM | |
|---|---|---|
Pros |
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Cons |
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LSGE | DGSM |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |