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Compare DGSM vs. USTB
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 USTB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 5 |
Median incremental investment | $2,214.42 | $1,434.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $11,891.18 | $2,542.72 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | USTB | |
|---|---|---|
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). | USTB.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. ETFS US Treasury Bond (Currency Hedged) ETF (ASX Code: USTB.AX) invests in US Treasuries across the yield curve while providing currency hedging. US Treasuries are some of the most liquid and closely followed investments in the world. |
Top 3 holdings | Ciena Corp (0.37 %) Flex Ltd (0.31 %) Tapestry Inc (0.30 %) | Global X Us Treasury Bond (Currency Hedged) ETF (100 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | |
Top 3 countries | United States (69.25 %) Japan (7.39 %) United Kingdom of Great Britain and Northern Ireland (4.04 %) | |
Management fee | 0.647 % | 0.19 % |
Key Summary
DGSM | USTB | |
|---|---|---|
Issuer | Dimensional | Global X |
Tracking index | iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.19 % |
Price | $37.68 | $9.32 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 1.74 % | 2.26 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 5 |
Median incremental investment | $2,214.42 | $1,434.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $11,891.18 | $2,542.72 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | USTB | |
|---|---|---|
Pros |
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Cons |
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DGSM | USTB |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |