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Compare HQUS 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 Betashares S&P 500 Equal Weight Currency Hedged ETF (HQUS) 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
HQUS | DGSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 19 |
Median incremental investment | $4,993.50 | $2,055.48 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,775.20 | $6,392.00 |
Average age group | > 35 | > 35 |
Key Summary
HQUS | DGSM | |
|---|---|---|
Strategy | HQUS.AX was created on 2024-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HQUS.AX aims to track the performance of the S&P 500 Equal Weight AUD Hedged Index NTR. | 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 S&P 500 Equal Weight ETF (100.00 %) | Ciena Corp (0.45 %) Lumentum Holdings Inc (0.43 %) United Therapeutics Corp (0.28 %) |
Top 3 industries | Industrials (15.79 %) Financials (14.65 %) Information Technology (13.66 %) | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) |
Top 3 countries | United States (98.88 %) Switzerland (0.37 %) China (0.21 %) | United States (69.25 %) Japan (7.39 %) United Kingdom of Great Britain and Northern Ireland (4.04 %) |
Management fee | 0.29 % | 0.647 % |
Key Summary
HQUS | DGSM | |
|---|---|---|
Issuer | BetaShares | Dimensional |
Tracking index | S&P 500 Equal Weight AUD Hedged Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.647 % |
Price | $50.60 | $39.73 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.68 % | 1.31 % |
Market | ASX | ASX |
First listed date | 11/07/2024 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HQUS | DGSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 19 |
Median incremental investment | $4,993.50 | $2,055.48 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,775.20 | $6,392.00 |
Average age group | > 35 | > 35 |
Pros and Cons
HQUS | DGSM | |
|---|---|---|
Pros |
| |
Cons |
|
HQUS | DGSM |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |