DGSM vs IJR - Compare ETFs side by side

At a glance

Comparing DGSM and IJR. IJR has the lower management fee at 0.08% a year, DGSM has the higher 10 years return at 10.7% a year, and DGSM offers the higher at 3.97%.

Lower fee

IJR 0.08% p.a.

Higher 10 years return

DGSM 10.7% p.a.

Higher yield

DGSM 3.97%

Higher risk-adjusted

DGSM Sharpe 0.4 (5y)

Lower volatility

DGSM 15.3% (5y)

Larger fund

IJR $822m

Side-by-side comparison

Metric	DGSM Dimensional Global Small Company Trust - Active ETF	IJR iShares S&P Small-Cap ETF
Snapshot
Provider	—	iShares
Tracks index	MSCI World ex Australia Small Cap Index	S&P SmallCap 600 Index
Categories	Intl, Small-Cap, Factor, Value	US, Small-Cap, Market-Cap
Listed since	2024 (2 yrs)	2007 (19 yrs)
Fund size (AUM)	$697m	$822m
Cost & income
Management fee	0.55%	0.08%
Dividend yield	3.97%	1.49%
Franking	0%	0%
Turnover	15%	15%
Tax drag	1.63%	0.84%
Returns	Tax bracket - adjusts tax drag & net returns
1-year return	9.6% net	10.3% net
3-year return	13.8% net	11.7% net
5-year return	8.7% net	6.7% net
10-year return	10.7% net	10.6% net
Risk
Volatility (3y)	15.1%	17.5%
Volatility (5y)	15.3%	17.1%
Volatility (10y)	—	17.8%
Sharpe ratio (3y)	0.66	0.48
Sharpe ratio (5y)	0.4	0.27
Sharpe ratio (10y)	—	0.53
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 3.97% income yield.

Pricier than similar ETFs, which average around 0.49%.

Full DGSM analysis →

IJR iShares S&P Small-Cap ETF

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 DGSM vs IJR?

DGSM and IJR are 2 Australian-listed ETFs we compare side by side. IJR carries the lower management fee (0.08%). Over 10 years, DGSM has delivered the higher total return (10.7% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - DGSM vs IJR?

IJR has the lower management fee at 0.08% a year, versus DGSM 0.55%.

Which has performed higher - DGSM vs IJR?

Over the past 10 years, DGSM has delivered the higher total return at 10.7% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

DGSM pays the higher at 3.97%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

IJR is the larger fund by assets ($822m). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

DGSM vs AVSV DGSM vs DGCE DGSM vs VISM DGSM vs QHSM DGSM vs QSML IJR vs IJH IJR vs VTS IJR vs AVSV

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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.