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Compare DGSM vs. ULTB
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 20+ Year U.S. Treasury Bond (Hedged) ETF (ULTB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | ULTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 1 |
Median incremental investment | $2,399.80 | $25,000.00 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $11,361.90 | $75,568.35 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | ULTB | |
|---|---|---|
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). | N/A |
Top 3 holdings | Babcock International Group PLC (0.32 %) Flex Ltd (0.31 %) Tapestry Inc (0.28 %) | ISHARES $ TREASURY BOND 20+Y AUDHD (99.96 %) AUD CASH (0.03 %) EUR CASH (0.00 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | |
Top 3 countries | ||
Management fee | 0.647 % | 0 % |
Key Summary
DGSM | ULTB | |
|---|---|---|
Issuer | Dimensional | |
Tracking index | ||
Asset class | ETF | Stock |
Management fee | 0.647 % | 0 % |
Price | $36.30 | $92.95 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.43 % | 3.02 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 05/09/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | ULTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 1 |
Median incremental investment | $2,399.80 | $25,000.00 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $11,361.90 | $75,568.35 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | ULTB | |
|---|---|---|
Pros |
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Cons |
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DGSM | ULTB |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Lower dividend/distribution yield | Higher dividend/distribution yield |