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Compare IHVV 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 iShares S&P 500 Aud Hedged ETF (IHVV) 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
IHVV | DGSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 206 | 6 |
Median incremental investment | $1,500.00 | $1,996.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,553.31 | $6,824.00 |
Average age group | > 35 | > 35 |
Key Summary
IHVV | DGSM | |
|---|---|---|
Strategy | IHVV.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P 500 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of large capitalisation US equities. | 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 | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | Carvana Co Class A (0.40 %) Babcock International Group PLC (0.23 %) NiSource Inc (0.23 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | |
Top 3 countries | United States (94.52 %) | |
Management fee | 0.1 % | 0.647 % |
Key Summary
IHVV | DGSM | |
|---|---|---|
Issuer | iShares | Dimensional |
Tracking index | S&P 500 Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.647 % |
Price | $54.76 | $34.16 |
Size | $2.543 billion | N/A |
10Y return | 106.38 % | N/A |
Annual distribution yield (5Y) | 51.08 % | 0.08 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | DGSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 206 | 6 |
Median incremental investment | $1,500.00 | $1,996.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,553.31 | $6,824.00 |
Average age group | > 35 | > 35 |
Pros and Cons
IHVV | DGSM | |
|---|---|---|
Pros |
| |
Cons |
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IHVV | DGSM |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |