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Compare DGSM vs. HGBL
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 Global Shares Currency Hedged ETF (HGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 98 |
Median incremental investment | $2,055.48 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $10,689.25 | $25,470.03 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | HGBL | |
|---|---|---|
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). | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. |
Top 3 holdings | Ciena Corp (0.38 %) Babcock International Group PLC (0.32 %) Flex Ltd (0.30 %) | MSCI WORLD INDEX MAR26 (0 %) NVIDIA CORP (5.38 %) APPLE INC (4.72 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) |
Top 3 countries | United States (69.25 %) Japan (7.39 %) United Kingdom of Great Britain and Northern Ireland (4.04 %) | United States (72.60 %) Japan (6.38 %) United Kingdom of Great Britain and Northern Ireland (3.60 %) |
Management fee | 0.647 % | 0.11 % |
Key Summary
DGSM | HGBL | |
|---|---|---|
Issuer | Dimensional | BetaShares |
Tracking index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.11 % |
Price | $35.75 | $77.89 |
Size | N/A | $2.218 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.74 % | 1.40 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 98 |
Median incremental investment | $2,055.48 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $10,689.25 | $25,470.03 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | HGBL | |
|---|---|---|
Pros |
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Cons |
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DGSM | HGBL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |