Compare AU
Compare RARI 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 RARI and DGSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
RARI | DGSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 31 | 4 |
Median incremental investment | $765.00 | $12,947.16 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,892.54 | $13,188.62 |
Average age group | > 35 | > 35 |
Key Summary
RARI | DGSM | |
|---|---|---|
Strategy | RARI.AX was created on 2015-04-01 by Russell. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 410.43m in AUM and 84 holdings. To aim to provide a total return before costs and tax, in line with the Russell Australia ESG High Dividend Index over the long term. | 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 | Commonwealth Bank of Australia (11.56 %) Westpac Banking Corp (5.31 %) National Australia Bank Ltd (5.17 %) | Dimensional Global Small Company - Active ETF (100 %) |
Top 3 industries | Financials (63.82 %) Health Care (11.16 %) Consumer Discretionary (7.93 %) | |
Top 3 countries | Australia (98.76 %) New Zealand (1.24 %) | |
Management fee | 0.45 % | 0.647 % |
Key Summary
RARI | DGSM | |
|---|---|---|
Issuer | Russell | Dimensional |
Tracking index | Russell Australia ESG High Dividend Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.647 % |
Price | $29.80 | $35.75 |
Size | $407.398 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 4.76 % | 0.08 % |
Market | ASX | ASX |
First listed date | 08/04/2015 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RARI | DGSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 31 | 4 |
Median incremental investment | $765.00 | $12,947.16 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,892.54 | $13,188.62 |
Average age group | > 35 | > 35 |
Pros and Cons
RARI | DGSM | |
|---|---|---|
Pros |
| |
Cons |
|
RARI | DGSM |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |