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Compare HBRD vs. DGSM
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 HBRD and DGSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HBRD | DGSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 17 |
Median incremental investment | $1,000.00 | $2,055.48 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,980.72 | $10,587.59 |
Average age group | > 35 | > 35 |
Key Summary
HBRD | DGSM | |
|---|---|---|
Strategy | HBRD.AX was created on 2017-11-13 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 2569.96m in AUM and 154 holdings. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities. | 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). |
Top 3 holdings | Betashares Australian Hybrids Active ETF (100 %) | Ciena Corp (0.38 %) Babcock International Group PLC (0.32 %) Flex Ltd (0.30 %) |
Top 3 industries | Other (99.73 %) Financials (0.27 %) | 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 | 0.55 % | 0.647 % |
Key Summary
HBRD | DGSM | |
|---|---|---|
Issuer | BetaShares | Dimensional |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.647 % |
Price | $10.07 | $35.41 |
Size | $2.573 billion | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 3.58 % | 1.74 % |
Market | ASX | ASX |
First listed date | 17/11/2017 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HBRD | DGSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 17 |
Median incremental investment | $1,000.00 | $2,055.48 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,980.72 | $10,587.59 |
Average age group | > 35 | > 35 |
Pros and Cons
HBRD | DGSM | |
|---|---|---|
Pros |
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Cons |
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HBRD | DGSM |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |