Compare AU

Compare IHHY vs. DGSM

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

Global High Yield Bond (AUD Hedged)

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 IHHY and DGSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

IHHY

DGSM

Popularity

Low

Low

Pearlers invested

9

2

Median incremental investment

$2,013.75

$10,700.61

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$7,753.86

$11,136.36

Average age group

> 35

> 35


Key Summary

IHHY

DGSM

Strategy

IHHY.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on high yield fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging), composed of liquid, global developed, high yield corporate bonds (hedged to 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

ISH GLBL HY CP BD UCITS USD DIST (101.58 %)

USD CASH (0.08 %)

AUD CASH (0.05 %)

Dimensional Global Small Company - Active ETF (100 %)

Top 3 industries

Other (93.76 %)

Communication Services (0.00 %)

Top 3 countries

United States (100.00 %)

Management fee

0.56 %

0.647 %


Key Summary

IHHY

DGSM

Issuer

iShares

Dimensional

Tracking index

Markit iBoxx Global Developed Markets High Yield Capped Hedged to AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.56 %

0.647 %

Price

$93.42

$35.89

Size

$214.799 million

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

4.93 %

- %

Market

ASX

ASX

First listed date

09/12/2015

18/08/2024

Purchase fee

$6.50

$6.50


Community Stats

IHHY

DGSM

Popularity

Low

Low

Pearlers invested

9

2

Median incremental investment

$2,013.75

$10,700.61

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$7,753.86

$11,136.36

Average age group

> 35

> 35


Pros and Cons

IHHY

DGSM

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

IHHY

DGSM

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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