Compare AU
Compare MVS 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 MVS and DGSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MVS | DGSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 4 |
Median incremental investment | $993.50 | $12,947.16 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $969.21 | $13,188.62 |
Average age group | > 35 | > 35 |
Key Summary
MVS | DGSM | |
|---|---|---|
Strategy | MVS.AX was created on 2015-05-26 by VanEck. The fund's investment portfolio concentrates primarily on small cap equity. The Fund gives investors exposure to a portfolio that only includes the most liquid small-cap ASX-listed companies that generate revenues in Australia and did not omit their latest dividend payment. | 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 | Pinnacle Investment Management Group Ltd (2.46 %) Gold Road Resources Ltd (2.46 %) Genesis Minerals Ltd (2.32 %) | Dimensional Global Small Company - Active ETF (100 %) |
Top 3 industries | Financials (50.99 %) Materials (30.51 %) Consumer Discretionary (18.50 %) | |
Top 3 countries | Australia (99.99 %) | |
Management fee | 0.49 % | 0.647 % |
Key Summary
MVS | DGSM | |
|---|---|---|
Issuer | VanEck | Dimensional |
Tracking index | MVIS Australia Small-Cap Dividend Payers Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.647 % |
Price | $19.78 | $35.75 |
Size | $164.285 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 4.86 % | 0.08 % |
Market | ASX | ASX |
First listed date | 28/05/2015 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVS | DGSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 4 |
Median incremental investment | $993.50 | $12,947.16 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $969.21 | $13,188.62 |
Average age group | > 35 | > 35 |
Pros and Cons
MVS | DGSM | |
|---|---|---|
Pros |
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Cons |
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MVS | DGSM |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |