Compare AU
Compare HVLU 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 are a popular choice. Two options in the ASX are HVLU and DGSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HVLU | DGSM | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 3 |
Median incremental investment | $0 | $10,700.61 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $4,196.79 |
Average age group | N/A | > 35 |
Key Summary
HVLU | DGSM | |
|---|---|---|
Strategy | HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its 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 | VanEck MSCI International Value (Aud Hedged) ETF (100 %) | Dimensional Global Small Company - Active ETF (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.29 % | 0.647 % |
Key Summary
HVLU | DGSM | |
|---|---|---|
Issuer | VanEck | Dimensional |
Tracking index | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.647 % |
Price | $27.10 | $35.87 |
Size | $5.356 million | N/A |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 0.78 % | - % |
Market | ASX | ASX |
First listed date | 08/11/2023 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVLU | DGSM | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 3 |
Median incremental investment | $0 | $10,700.61 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $4,196.79 |
Average age group | N/A | > 35 |
Pros and Cons
HVLU | DGSM | |
|---|---|---|
Pros |
| |
Cons |
|
HVLU | DGSM |
|---|---|
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |