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Compare HLTH 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the VanEck Global Healthcare Leaders ETF (HLTH) and the Dimensional Global Small Company - Active ETF (DGSM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HLTH | DGSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 55 | 16 |
Median incremental investment | $550.00 | $2,699.90 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,737.40 | $12,815.20 |
Average age group | > 35 | > 35 |
Key Summary
HLTH | DGSM | |
|---|---|---|
Strategy | HLTH.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on health care equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. | 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 | Globus Medical Inc Class A (2.88 %) Illumina Inc (2.82 %) Eli Lilly and Co (2.64 %) | Ciena Corp (0.33 %) Credo Technology Group Holding Ltd (0.31 %) Flex Ltd (0.31 %) |
Top 3 industries | Health Care (100.00 %) Other (9.10 %) | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) |
Top 3 countries | United States (68.78 %) Japan (13.50 %) Denmark (7.34 %) | |
Management fee | 0.45 % | 0.647 % |
Key Summary
HLTH | DGSM | |
|---|---|---|
Issuer | VanEck | Dimensional |
Tracking index | MarketGrader Developed Markets ex-Australia Health Care Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.647 % |
Price | $12.26 | $38.85 |
Size | $54.960 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.61 % | 1.74 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HLTH | DGSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 55 | 16 |
Median incremental investment | $550.00 | $2,699.90 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,737.40 | $12,815.20 |
Average age group | > 35 | > 35 |
Pros and Cons
HLTH | DGSM | |
|---|---|---|
Pros |
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Cons |
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HLTH | DGSM |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |