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Compare DGSM vs. BSUB
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 Aus Major Bank Subordinated Debt ETF (BSUB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | BSUB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 10 |
Median incremental investment | $2,055.48 | $10,006.96 |
Median investment frequency | Monthly | Monthly |
Median total investment | $11,149.71 | $11,553.89 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | BSUB | |
|---|---|---|
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). | BSUB.AX was created on 2024-05-06 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 610.01m in AUM and 16 holdings. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Major Bank Subordinated FRN Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Ciena Corp (0.38 %) Babcock International Group PLC (0.32 %) Flex Ltd (0.30 %) | AUSTRALIA & NEW ZEALAND BANKING GROUP LTD 5.6771% JAN-34 (9.95 %) AUSTRALIA & NEW ZEALAND BANKING GROUP LTD 5.2454% JAN-35 (9.23 %) WESTPAC BANKING CORP 6.0298% JUN-33 (9.18 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | |
Top 3 countries | United States (69.25 %) Japan (7.39 %) United Kingdom of Great Britain and Northern Ireland (4.04 %) | |
Management fee | 0.647 % | 0.29 % |
Key Summary
DGSM | BSUB | |
|---|---|---|
Issuer | Dimensional | BetaShares |
Tracking index | Solactive Australian Major Bank Subordinated FRN Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.29 % |
Price | $37.29 | $25.59 |
Size | N/A | $618.897 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.74 % | 3.40 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 07/05/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | BSUB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 10 |
Median incremental investment | $2,055.48 | $10,006.96 |
Median investment frequency | Monthly | Monthly |
Median total investment | $11,149.71 | $11,553.89 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | BSUB | |
|---|---|---|
Pros |
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Cons |
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DGSM | BSUB |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |