IJR vs DGSM - Compare ETFs side by side

At a glance

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

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 →

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 →

Frequently Asked Questions

What's the difference between IJR vs DGSM?

IJR and DGSM 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 - IJR vs DGSM?

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

Which has performed higher - IJR vs DGSM?

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

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

← Back to all ETFs

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.