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Compare DGSM vs. IHEB
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 iShares J.P. Morgan Usd Emerging Markets (Aud Hedged) ETF (IHEB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 3 |
Median incremental investment | $2,055.48 | $2,649.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $11,152.70 | $8,453.55 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | IHEB | |
|---|---|---|
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). | IHEB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The fund aims to provide investors with the performance of the J.P. Morgan EMBI Global Core Index (AUD Hedged), before fees and expenses. The index is designed to measure the AUD hedged performance of U.S. dollar denominated fixed and/or floating rate emerging market bonds issued by sovereign and quasi-sovereign entities. |
Top 3 holdings | Ciena Corp (0.38 %) Babcock International Group PLC (0.32 %) Flex Ltd (0.30 %) | iShares JP Morgan $ EM Bond ETF USD Dist (100.82 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Other (98.67 %) Communication Services (1.33 %) |
Top 3 countries | United States (69.25 %) Japan (7.39 %) United Kingdom of Great Britain and Northern Ireland (4.04 %) | |
Management fee | 0.647 % | 0.51 % |
Key Summary
DGSM | IHEB | |
|---|---|---|
Issuer | Dimensional | iShares |
Tracking index | J.P. Morgan EMBI Global Core Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.51 % |
Price | $37.29 | $79.74 |
Size | N/A | $74.251 million |
10Y return | N/A | -20.26 % |
Annual distribution yield (5Y) | 1.74 % | 5.71 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 09/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 3 |
Median incremental investment | $2,055.48 | $2,649.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $11,152.70 | $8,453.55 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | IHEB | |
|---|---|---|
Pros |
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Cons |
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DGSM | IHEB |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |