Home
About
Pricing
Log In

What are you looking for?

Home
Pricing
Back
Compare AU

Compare DGSM vs. IHEB

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 IHEB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DGSM

IHEB

Popularity

Low

Low

Pearlers invested

14

3

Median incremental investment

$3,000.00

$2,649.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$12,274.04

$8,256.15

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

Babcock International Group PLC (0.32 %)

Flex Ltd (0.31 %)

Tapestry Inc (0.28 %)

iShares J.P. Morgan Usd Emerging Markets (Aud Hedged) ETF (100 %)

Top 3 industries

Industrials (29.31 %)

Information Technology (27.46 %)

Consumer Discretionary (27.17 %)

Other (98.67 %)

Communication Services (1.33 %)

Top 3 countries

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

$36.86

$78.52

Size

N/A

$63.952 million

10Y return

N/A

-20.41 %

Annual distribution/β€Šdividend yield (5Y)

0.95 %

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

14

3

Median incremental investment

$3,000.00

$2,649.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$12,274.04

$8,256.15

Average age group

> 35

> 35

Pros and Cons

DGSM

IHEB

Pros

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

DGSM

IHEB

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield