Grow it · ETFs

DGSM vs AVSV vs IJR vs DGCE

Compare fees, returns, income and risk for these 4 ASX-listed ETFs side by side.

At a glance

Comparing DGSM, AVSV, IJR, and DGCE. 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 DGSM
Dimensional Global Small Company Trust - Active ETF
AVSV
Avantis Global Small Cap Value Active ETF
IJR
iShares S&P Small-Cap ETF
DGCE
Dimensional Global Core Equity Trust - Unhedged Active ETF
Snapshot
Provider
Avantis
iShares
Tracks index
MSCI World ex Australia Small Cap Index
MSCI World Small Cap Value Index
S&P SmallCap 600 Index
MSCI World ex Australia Index
Categories
Intl, Small-Cap, Factor, Value
Intl, Small-Cap, Factor, Value
US, Small-Cap, Market-Cap
Intl, Factor, Value
Listed since
2024 (2 yrs)
2024 (2 yrs)
2007 (19 yrs)
2023 (3 yrs)
Fund size (AUM)
$719m
$40m
$873m
Cost & income
Management fee
0.55%
0.49%
0.08%
0.3%
Dividend yield
3.94%
1.12%
Franking
0%
0%
0%
0%
Turnover
15%
40%
15%
15%
Tax drag 1.62% 0.96% 0.72% 0.36%
Returns
Tax bracket
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

DGSM Dimensional Global Small Company Trust - Active ETF
  • Pays a useful 3.94% income yield.
  • Pricier than similar ETFs, which average around 0.49%.
AVSV Avantis Global Small Cap Value Active ETF
  • Cheaper alternatives exist: IJR, VVLU, and VISM.
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.
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.

Frequently Asked Questions

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

DGSM, AVSV, IJR, and DGCE 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 - DGSM vs AVSV vs IJR vs DGCE?

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

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

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

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.

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