Compare AU
Compare DGSM vs. HCRD
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 HCRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | HCRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $7,500.00 | $5,036.61 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $15,265.11 | $631.25 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | HCRD | |
|---|---|---|
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). | HCRD.AX was created on 2022-11-14 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Investment Grade Corporate Bond Select DH Index, before taking into account fees and expenses. |
Top 3 holdings | Dimensional Global Small Company - Active ETF (100 %) | AUST 10Y BOND FUT MAR25 (0 %) PACIFIC NATIONAL FINANCE 3.8% SEP-31 (2.36 %) ENBW INTL FINANCE BV 6.048% OCT-34 (2.25 %) |
Top 3 industries | Other (99.06 %) Communication Services (0.94 %) | |
Top 3 countries | ||
Management fee | 0.647 % | 0.29 % |
Key Summary
DGSM | HCRD | |
|---|---|---|
Issuer | Dimensional | BetaShares |
Tracking index | Solactive Australian Investment Grade Corporate Bond Select Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.29 % |
Price | $32.97 | $25.25 |
Size | N/A | $42.865 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.08 % | 2.14 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 15/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | HCRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $7,500.00 | $5,036.61 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $15,265.11 | $631.25 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | HCRD | |
|---|---|---|
Pros |
| |
Cons |
|
DGSM | HCRD |
|---|---|
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |