Compare AU

Compare HQUS vs. DGSM

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares S&P 500 Equal Weight Currency Hedged ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are HQUS and DGSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

HQUS

DGSM

Popularity

Low

Low

Pearlers invested

5

4

Median incremental investment

$3,007.69

$7,500.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$4,681.59

$15,255.85

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

GILEAD SCIENCES INC (0.27 %)

CVS HEALTH CORP (0.26 %)

ABBVIE INC (0.26 %)

Dimensional Global Small Company - Active ETF (100 %)

Top 3 industries

Industrials (15.19 %)

Financials (14.18 %)

Information Technology (12.86 %)

Top 3 countries

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

$41.79

$33.06

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

0.09 %

0.08 %

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

5

4

Median incremental investment

$3,007.69

$7,500.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$4,681.59

$15,255.85

Average age group

> 35

> 35


Pros and Cons

HQUS

DGSM

Pros

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

HQUS

DGSM

Lower management fee

Higher management fee

Higher distribution yield

Lower distribution yield

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