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Compare DGSM vs. AEBD
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Dimensional Global Small Company - Active ETF (DGSM) and the Betashares Ethical Australian Composite Bond ETF (AEBD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | AEBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 1 |
Median incremental investment | $2,399.80 | $5,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,160.05 | $5,050.98 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | AEBD | |
|---|---|---|
Strategy | 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). | AEBD.AX was created on 2024-11-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Australian Enhanced Yield Ethically Screened Composite Bond Index, before taking into account fees and expenses. |
Top 3 holdings | Ciena Corp (0.33 %) Credo Technology Group Holding Ltd (0.31 %) Flex Ltd (0.31 %) | BRITISH COLUMBIA PROV OF 5.2% MAY-36 (2.28 %) AIRSERVICES AUSTRALIA 5.35% NOV-37 (1.53 %) AUSTRALIAN GOVERNMENT 2.75% JUN-35 (1.39 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | |
Top 3 countries | ||
Management fee | 0.647 % | 0.34 % |
Key Summary
DGSM | AEBD | |
|---|---|---|
Issuer | Dimensional | BetaShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.34 % |
Price | $38.51 | $50.65 |
Size | N/A | $64.947 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.74 % | 2.07 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 05/11/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | AEBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 1 |
Median incremental investment | $2,399.80 | $5,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,160.05 | $5,050.98 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | AEBD | |
|---|---|---|
Pros |
| |
Cons |
|
DGSM | AEBD |
|---|---|
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |