Compare AU
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, shares and ETFs are a popular choice. Two options in the ASX are LSGE and DGSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
LSGE | DGSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 4 |
Median incremental investment | $290.50 | $12,947.16 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $0 | $13,188.62 |
Average age group | N/A | > 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 | Meta Platforms Inc Class A (7.21 %) Tesla Inc (6.54 %) Amazon.com Inc (6.31 %) | Dimensional Global Small Company - Active ETF (100 %) |
Top 3 industries | Consumer Discretionary (34.74 %) Communication Services (32.83 %) Information Technology (25.88 %) | |
Top 3 countries | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) | |
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 | $3.80 | $35.75 |
Size | $52.692 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 0.71 % | 0.08 % |
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 | 4 |
Median incremental investment | $290.50 | $12,947.16 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $0 | $13,188.62 |
Average age group | N/A | > 35 |
Pros and Cons
LSGE | DGSM | |
|---|---|---|
Pros |
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Cons |
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LSGE | DGSM |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |