Compare AU

Compare DGSM vs. BHYB

Compare shares and ETFs on the ASX that you can trade on Pearler.

Dimensional Global Small Company - Active ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are DGSM and BHYB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DGSM

BHYB

Popularity

Low

Low

Pearlers invested

4

12

Median incremental investment

$12,947.16

$1,044.18

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,081.75

$3,778.37

Average age group

> 35

> 35


Key Summary

DGSM

BHYB

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).

BHYB.AX was created on 2021-04-21 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 Solactive Australian Banking Preferred Shares Index (the Index), before taking into account fees and expenses.

Top 3 holdings

Dimensional Global Small Company - Active ETF (100 %)

NABPH (8.20 %)

NABPI (6.89 %)

NABPF (6.39 %)

Top 3 industries

Other (99.51 %)

Communication Services (0.49 %)

Top 3 countries

Management fee

0.647 %

0.35 %


Key Summary

DGSM

BHYB

Issuer

Dimensional

BetaShares

Tracking index

Solactive Australian Banking Preferred Shares Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.647 %

0.35 %

Price

$35.50

$9.93

Size

N/A

$538.129 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

0.08 %

3.94 %

Market

ASX

ASX

First listed date

18/08/2024

22/04/2021

Purchase fee

$6.50

$6.50


Community Stats

DGSM

BHYB

Popularity

Low

Low

Pearlers invested

4

12

Median incremental investment

$12,947.16

$1,044.18

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,081.75

$3,778.37

Average age group

> 35

> 35


Pros and Cons

DGSM

BHYB

Pros

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

DGSM

BHYB

Higher management fee

Lower management fee

Lower distribution yield

Higher distribution yield

Home