Compare AU
Compare IHHY 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 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 | 4 |
Median incremental investment | $2,013.75 | $12,947.16 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $7,743.90 | $12,794.32 |
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 | $93.30 | $34.72 |
Size | $215.084 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 | 4 |
Median incremental investment | $2,013.75 | $12,947.16 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $7,743.90 | $12,794.32 |
Average age group | > 35 | > 35 |
Pros and Cons
IHHY | DGSM | |
|---|---|---|
Pros |
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Cons |
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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 |