Compare AU
Compare VIF 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 VIF and DGSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
VIF | DGSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 31 | 4 |
Median incremental investment | $1,893.50 | $12,947.16 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,008.24 | $13,188.62 |
Average age group | > 35 | > 35 |
Key Summary
VIF | DGSM | |
|---|---|---|
Strategy | VIF.AX was created on 2015-12-04 by Vanguard. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund seeks to track the return of the Bloomberg Global Aggregate Corporate and Government-Related Scaled Index hedged into Australian dollars before taking into account fees, expenses and tax | 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 | United States Treasury Note/Bond 2.875 2032-05-15 (0.70 %) United Kingdom Gilt 0.25 2025-01-31 (0.44 %) United States Treasury Note/Bond 0.625 2030-08-15 (0.41 %) | Dimensional Global Small Company - Active ETF (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.2 % | 0.647 % |
Key Summary
VIF | DGSM | |
|---|---|---|
Issuer | Vanguard | Dimensional |
Tracking index | Bloomberg Barclays Global Treasury Index Hedged into Australian Dollars - AUD | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.647 % |
Price | $38.70 | $35.75 |
Size | $2.329 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 4.08 % | 0.08 % |
Market | ASX | ASX |
First listed date | 08/12/2015 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VIF | DGSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 31 | 4 |
Median incremental investment | $1,893.50 | $12,947.16 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,008.24 | $13,188.62 |
Average age group | > 35 | > 35 |
Pros and Cons
VIF | DGSM | |
|---|---|---|
Pros |
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Cons |
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VIF | DGSM |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |