Compare AU
Compare USTB 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 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 | 4 |
Median incremental investment | $504.96 | $12,947.16 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $565.44 | $12,794.32 |
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% (0.90 %) United States Treasury Notes (0.88 %) United States Treasury Notes 4.5% (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 | $9.12 | $34.72 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend 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 | 4 |
Median incremental investment | $504.96 | $12,947.16 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $565.44 | $12,794.32 |
Average age group | > 35 | > 35 |
Pros and Cons
USTB | DGSM | |
|---|---|---|
Pros |
| |
Cons |
|
USTB | DGSM |
|---|---|
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |