Compare AU
Compare DACE vs. AUMF
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 DACE and AUMF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DACE | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 3 |
Median incremental investment | $3,541.74 | $130.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $4,716.14 | $1,425.16 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
DACE | AUMF | |
|---|---|---|
Strategy | DACE.AX was created on 2006-07-03 by Dimensional. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of securities listed in Australia with increased emphasis on higher expected return securities relative to a Market Capitalisation Weighted portfolio | AUMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 83.73m in AUM and 129 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Diversified Multiple Factor (AUD) Index, before fees and expenses. The index is designed to measure the performance of Australian equities that have favorable exposure to four target style factors subject to constraints. |
Top 3 holdings | Dimensional Australian Core Equity Trust - Active ETF (100 %) | COMMONWEALTH BANK OF AUSTRALIA (8.15 %) BHP GROUP LTD (7.02 %) CSL LTD (4.26 %) |
Top 3 industries | Financials (28.68 %) Materials (18.21 %) Industrials (12.21 %) | |
Top 3 countries | Australia (99.45 %) China (0.55 %) | |
Management fee | 0.28 % | 0.3 % |
Key Summary
DACE | AUMF | |
|---|---|---|
Issuer | Dimensional | iShares |
Tracking index | S&P/ASX 300 Index - AUD | MSCI Australia IMI Diversified Multiple-Factor Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.3 % |
Price | $16.49 | $34.76 |
Size | N/A | $81.280 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.67 % | 5.42 % |
Market | ASX | ASX |
First listed date | 12/11/2023 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DACE | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 3 |
Median incremental investment | $3,541.74 | $130.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $4,716.14 | $1,425.16 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
DACE | AUMF | |
|---|---|---|
Pros |
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Cons |
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DACE | AUMF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |