AVSV vs DGCE vs DGSM vs IJR - Compare ETFs side by side

At a glance

Comparing AVSV, DGCE, DGSM, and IJR. IJR has the lowest management fee at 0.08% a year, IJR has the highest 10 years return at 11.4% a year, and DGSM offers the highest at 3.94%.

Lowest fee

IJR 0.08% p.a.

Highest 10 years return

IJR 11.4% p.a.

Highest yield

DGSM 3.94%

Highest risk-adjusted

DGSM Sharpe 0.44 (5y)

Lowest volatility

DGSM 15.3% (5y)

Largest fund

IJR $873m

Side-by-side comparison

Metric	AVSV Avantis Global Small Cap Value Active ETF	DGCE Dimensional Global Core Equity Trust - Unhedged Active ETF	DGSM Dimensional Global Small Company Trust - Active ETF	IJR iShares S&P Small-Cap ETF
Snapshot
Provider	Avantis	—	—	iShares
Tracks index	MSCI World Small Cap Value Index	MSCI World ex Australia Index	MSCI World ex Australia Small Cap Index	S&P SmallCap 600 Index
Categories	Intl, Small-Cap, Factor, Value	Intl, Factor, Value	Intl, Small-Cap, Factor, Value	US, Small-Cap, Market-Cap
Listed since	2024 (2 yrs)	2023 (3 yrs)	2024 (2 yrs)	2007 (19 yrs)
Fund size (AUM)	$40m	—	$719m	$873m
Cost & income
Management fee	0.49%	0.3%	0.55%	0.08%
Dividend yield	—	—	3.94%	1.12%
Franking	0%	0%	0%	0%
Turnover	40%	15%	15%	15%
Tax drag	0.96%	0.36%	1.62%	0.72%
Returns	Tax bracket - adjusts tax drag & net returns
1-year return	—	—	13.1% net	22.2% net
3-year return	—	—	12.6% net	11.4% net
5-year return	—	—	9.1% net	8.1% net
10-year return	—	—	10.9% net	11.4% net
Risk
Volatility (3y)	—	—	15.4%	17.7%
Volatility (5y)	—	—	15.3%	17%
Volatility (10y)	—	—	—	17.8%
Sharpe ratio (3y)	—	—	0.58	0.47
Sharpe ratio (5y)	—	—	0.44	0.36
Sharpe ratio (10y)	—	—	—	0.57
Bid/ask spread	—	—	—	—

marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.

Each fund at a glance

AVSV Avantis Global Small Cap Value Active ETF

Cheaper alternatives exist: IJR, VVLU, and VISM.

Full AVSV analysis →

DGCE Dimensional Global Core Equity Trust - Unhedged Active ETF

Low-cost: a 0.3% management fee keeps more of the return in your pocket.

Cheaper alternatives exist: BGBL and VGS.

Full DGCE analysis →

DGSM Dimensional Global Small Company Trust - Active ETF

Pays a useful 3.94% income yield.

Pricier than similar ETFs, which average around 0.49%.

Full DGSM analysis →

IJR iShares S&P Small-Cap ETF

Top-12% returns over 1 year (36th of 308 ETFs we track).
Low-cost: a 0.08% management fee keeps more of the return in your pocket.

Cheaper alternatives exist: VTS and IJH.

Full IJR analysis →

Frequently Asked Questions

What's the difference between AVSV vs DGCE vs DGSM vs IJR?

AVSV, DGCE, DGSM, and IJR are 4 Australian-listed ETFs we compare side by side. IJR carries the lowest management fee (0.08%). Over 10 years, IJR has delivered the highest total return (11.4% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lowest fees - AVSV vs DGCE vs DGSM vs IJR?

IJR has the lowest management fee at 0.08% a year, versus AVSV 0.49%, DGCE 0.3%, and DGSM 0.55%.

Which has performed highest - AVSV vs DGCE vs DGSM vs IJR?

Over the past 10 years, IJR has delivered the highest total return at 11.4% a year. Past performance is not a reliable indicator of future returns.

Which pays the highest dividend yield?

DGSM pays the highest at 3.94%. Remember distributions are taxed each year at your marginal rate.

Which is the largest and most liquid?

IJR is the largest fund by assets ($873m). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

AVSV vs DGVA AVSV vs VVLU AVSV vs VISM AVSV vs QHSM AVSV vs QSML DGCE vs AVNG DGCE vs BGBL DGCE vs VGS

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General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.