Compare AU

Compare USTB vs. DGSM

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

Global X Us Treasury Bond ETF (Currency 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 USTB and DGSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

USTB

DGSM

Popularity

Low

Low

Pearlers invested

3

3

Median incremental investment

$504.96

$18,394.31

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$578.46

$18,939.36

Average age group

> 35

> 35


Key Summary

USTB

DGSM

Strategy

USTB.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. ETFS US Treasury Bond (Currency Hedged) ETF (ASX Code: USTB.AX) invests in US Treasuries across the yield curve while providing currency hedging. US Treasuries are some of the most liquid and closely followed investments in the world.

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

United States Treasury Notes 4.375% (0.87 %)

United States Treasury Notes 3.875% (0.85 %)

United States Treasury Notes (0.84 %)

Dimensional Global Small Company - Active ETF (100 %)

Top 3 industries

Top 3 countries

Management fee

0.19 %

0.647 %


Key Summary

USTB

DGSM

Issuer

Global X

Dimensional

Tracking index

iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.19 %

0.647 %

Price

$9.33

$35.87

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution/โ€Šdividend yield (5Y)

1.01 %

- %

Market

ASX

ASX

First listed date

04/07/2022

18/08/2024

Purchase fee

$6.50

$6.50


Community Stats

USTB

DGSM

Popularity

Low

Low

Pearlers invested

3

3

Median incremental investment

$504.96

$18,394.31

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$578.46

$18,939.36

Average age group

> 35

> 35


Pros and Cons

USTB

DGSM

Pros

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

USTB

DGSM

Lower management fee

Higher management fee

Higher distribution yield

Lower distribution yield

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