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Compare DGSM vs. UTIP
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 Inflation Protected Us Trsy Bond Ch ETF (UTIP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 3 |
Median incremental investment | $3,000.00 | $4,224.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $12,274.04 | $32,178.00 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | UTIP | |
|---|---|---|
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). | UTIP.AX was created on 2023-09-18 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Global Inflation-Linked: U.S. TIPS Total Return Index Hedged AUD, before taking into account fees and expenses. |
Top 3 holdings | Babcock International Group PLC (0.32 %) Flex Ltd (0.31 %) Tapestry Inc (0.28 %) | AUD - AUSTRALIA DOLLAR (0 %) USD - UNITED STATES DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 1.875% JUL-35 (4.18 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | |
Top 3 countries | ||
Management fee | 0.647 % | 0.22 % |
Key Summary
DGSM | UTIP | |
|---|---|---|
Issuer | Dimensional | BetaShares |
Tracking index | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.22 % |
Price | $36.86 | $25.91 |
Size | N/A | $189.941 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.95 % | 1.87 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 19/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 3 |
Median incremental investment | $3,000.00 | $4,224.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $12,274.04 | $32,178.00 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | UTIP | |
|---|---|---|
Pros |
| |
Cons |
|
DGSM | UTIP |
|---|---|
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |